FTSM — FIRST TR EXCHANGE-TRADED FD

Ownership history in CHOREO, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which CHOREO, 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
0.02% (2022 Q3)
Avg. % of fund
0.01%
First filed
2022 Q2
Last filed
2025 Q3
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 4,922 — 0% 0.00% $296K $58.91
2025 Q2 UNCHANGED 4,922 — 0% 0.00% $296K $58.24
2025 Q1 UNCHANGED 4,922 — 0% 0.00% $296K $57.58
2024 Q4 REDUCED 4,922 -114 -2.3% 0.00% $295K $56.89
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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