FTSM — FIRST TR EXCHANGE-TRADED FD

Ownership history in CEDRUS LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which CEDRUS LLC reported a position in FIRST TR EXCHANGE-TRADED FD (FTSM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.02% (2024 Q3)
Avg. % of fund
0.9%
First filed
2023 Q4
Last filed
2024 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 ADDED 91,173 +71,040 +352.9% 2.02% $5.5M $56.32
2024 Q2 ADDED 20,133 +5,860 +41.1% 0.60% $1.2M $55.37
2024 Q1 ADDED 14,273 +53 +0.4% 0.46% $851K $54.71
2023 Q4 INITIATED 14,220 — — 0.53% $848K —
% of Fund (quarterly)    FTSM price (monthly, adj. close)

Other funds also holding FTSM

As of 2025 Q4 — sorted by position size

BDFS Capital LLC 31.94% FSC Wealth Advisors, LLC 3Y 9.71% Luken Investment Analytics, LLC 3Y 8.88% Mainsail Financial Group, LLC 3Y 7.51% Kaydan Wealth Management, Inc. 3Y 7.21% Sterling Manor Financial, LLC 3Y 6.9% SHELTON WEALTH MANAGEMENT, LLC 3Y 5.51% RiverTree Advisors, LLC 3Y 5.51% Cassia Capital Partners, LLC 3Y 5.12% Csenge Advisory Group 3Y 7Y 5.07%
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