FDT β€” FIRST TR EXCH TRD ALPHDX FD

Ownership history in Coppell Advisory Solutions LLC  Β·  12 quarters on record

AI Ownership Summary

Coppell Advisory Solutions LLC reported FIRST TR EXCH TRD ALPHDX FD (FDT) in 12 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.39% in 2023 Q3. The latest visible filing shows FDT at 0.36% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FDT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Coppell Advisory Solutions LLC's position in FIRST TR EXCH TRD ALPHDX FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

FDT was reported at 0.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.39% in 2023 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FDT stock page Coppell Advisory Solutions LLC fund profile Coppell Advisory Solutions LLC full holdings
How Coppell Advisory Solutions LLC held FDT β€” position size vs. price
% of Fund (quarterly)    FDT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 45,824 +1,554 +3.5% 0.36% $3.7M 2026-02-14 (Est.) $93.46
2025 Q3 ADDED 44,270 +3,216 +7.8% 0.35% $3.3M 2025-11-14 $76.93
2025 Q2 REDUCED 41,054 -9,266 -18.4% 0.50% $2.8M 2025-08-14 $71.92
2025 Q1 REDUCED 50,320 -51,590 -50.6% 0.43% $3.1M 2025-05-16 $61.49
2024 Q4 ADDED 101,910 +10,314 +11.3% 0.77% $5.5M 2025-02-14 $55.91
2024 Q3 ADDED 91,596 +4 +0.0% 0.78% $5.3M 2024-11-14 $52.51
2024 Q2 ADDED 91,592 +406 +0.4% 0.83% $5.0M 2024-08-15 $52.60
2023 Q4 ADDED 91,186 +6,365 +7.5% 0.95% $4.8M 2024-02-14 $48.33
2023 Q3 ADDED 84,821 +1,488 +1.8% 1.39% $4.0M 2023-11-14 $46.07
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding FDT

As of 2025 Q4 β€” sorted by position size

Mainsail Financial Group, LLC 3Y 2.68% SMI Advisory Services, LLC 3Y 2.39% TPG Financial Advisors, LLC 3Y 7Y 1.53% Allie Family Office LLC 3Y 1.11% Towerpoint Wealth, LLC 3Y 7Y 0.99% SFI Advisors, LLC 3Y 0.79% GREENUP STREET WEALTH MANAGEMENT LLC 3Y 0.58% FSB PREMIER WEALTH MANAGEMENT, INC. 3Y 0.58% IAMS WEALTH MANAGEMENT, LLC 0.48% Empirical Asset Management, LLC 3Y 0.42%

FAQ About Coppell Advisory Solutions LLC and FDT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Coppell Advisory Solutions LLC reported owning FDT?

Coppell Advisory Solutions LLC reported FDT across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported FDT position in Coppell Advisory Solutions LLC's portfolio?

The largest reported portfolio weight for FDT was 1.39% in 2023 Q3.

What is the latest reported FDT position on this page?

The most recent filing on this page is 2025 Q4, when Coppell Advisory Solutions LLC reported 45,824 shares, equal to 0.36% of portfolio, with an estimated market value of $3.7M.

What does the chart on this FDT ownership page compare?

The chart compares Coppell Advisory Solutions LLC's quarterly FDT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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