FV — FIRST TR EXCHANGE TRADED FD

Ownership history in CENTAURUS FINANCIAL, INC.  ·  13 quarters on record

This page tracks every 13F SEC filing in which CENTAURUS FINANCIAL, INC. reported a position in FIRST TR EXCHANGE TRADED FD (FV). 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
0.69% (2018 Q4)
Avg. % of fund
0.23%
First filed
2017 Q4
Last filed
2025 Q3
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,996 -1,398 -41.2% 0.01% $124K $61.79
2025 Q2 ADDED 3,394 +698 +25.9% 0.01% $201K $59.04
2025 Q1 REDUCED 2,696 -14,288 -84.1% 0.01% $148K $54.56
2023 Q4 REDUCED 16,984 -431 -2.5% 0.07% $876K $51.14
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FV price (monthly, adj. close)

Other funds also holding FV

As of 2025 Q4 — sorted by position size

SARD WEALTH MANAGEMENT GROUP, LLC 16.24% Proactive Wealth Strategies LLC 7.82% HFG Advisors, Inc. 3Y 6.54% Madrona Financial Services, LLC 3Y 7Y 5.4% Concentrum Wealth Management 3Y 7Y 3.06% MUIRFIELD WEALTH ADVISORS LLC 2.38% Fusion Capital, LLC 3Y 2.06% Strid Group, LLC 3Y 7Y 1.76% COTTONWOOD CAPITAL ADVISORS, LLC 3Y 1.64% SkyOak Wealth, LLC 3Y 1.22%
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