ILDR — FIRST TR EXCHNG TRADED FD VI

Ownership history in Chris Bulman Inc  ·  2 quarters on record

This page tracks every 13F SEC filing in which Chris Bulman Inc reported a position in FIRST TR EXCHNG TRADED FD VI (ILDR). 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
0.33% (2025 Q4)
Avg. % of fund
0.28%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 22,665 +8,039 +55.0% 0.33% $748K $32.99
2025 Q3 INITIATED 14,626 — — 0.24% $474K $32.39
% of Fund (quarterly)    ILDR price (monthly, adj. close)

Other funds also holding ILDR

As of 2025 Q4 — sorted by position size

Merkkuri Wealth Advisors LLC 1.5% Wealth Watch Advisors, INC 0.85% Mach-1 Financial Group, LLC 3Y 0.83% HBW ADVISORY SERVICES LLC 3Y 0.47% Kraft, Davis & Associates, LLC 3Y 0.46% Maridea Wealth Management LLC 0.36% Maia Wealth LLC 0.33% Proactive Wealth Strategies LLC 0.18% CREATIVE FINANCIAL DESIGNS INC /ADV 3Y 7Y 0.15% Apeiron RIA LLC 3Y 0.14%
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