FICS — FIRST TR EXCHANGE-TRADED FD

Ownership history in Chris Bulman Inc  ·  6 quarters on record

This page tracks every 13F SEC filing in which Chris Bulman Inc reported a position in FIRST TR EXCHANGE-TRADED FD (FICS). 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
3.25% (2025 Q2)
Avg. % of fund
1.95%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 182,135 +19,729 +12.1% 3.23% $7.3M $40.11
2025 Q3 ADDED 162,406 +17,398 +12.0% 3.10% $6.2M $38.11
2025 Q2 ADDED 145,008 +109,778 +311.6% 3.25% $5.7M $39.23
2025 Q1 REDUCED 35,230 -5,326 -13.1% 0.82% $1.3M $36.08
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% of Fund (quarterly)    FICS price (monthly, adj. close)

Other funds also holding FICS

As of 2025 Q4 — sorted by position size

Key FInancial Inc 3Y 1.81% Midwest Financial Group LLC 1.15% Centennial Wealth Advisory LLC 3Y 1.05% NORTHBRIDGE FINANCIAL GROUP, LLC 0.61% DHJJ Financial Advisors, Ltd. 3Y 0.29% COLUMBIA ADVISORY PARTNERS LLC 3Y 0.18% VestGen Advisors, LLC 0.15% DRIVE WEALTH MANAGEMENT, LLC 3Y 0.14% Coppell Advisory Solutions LLC 3Y 0.13% Claris Financial LLC 0.12%
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