Ownership history in Core Wealth Partners LLC · 7 quarters on record
This page tracks every 13F SEC filing in which Core Wealth Partners LLC reported a position in FIRST TR EXCHANGE-TRADED FD (FTCS). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 3,971 | +2 | +0.1% | 0.17% | $372K | $93.38 |
| 2025 Q2 | REDUCED | 3,969 | -46 | -1.1% | 0.18% | $361K | $90.39 |
| 2024 Q4 | ADDED | 4,015 | +270 | +7.2% | 0.20% | $353K | $86.90 |
| 2024 Q3 | ADDED | 3,745 | +444 | +13.5% | 0.21% | $340K | $89.45 |
| 2024 Q2 | REDUCED | 3,301 | -65 | -1.9% | 0.19% | $277K | $82.55 |
| 2024 Q1 | ADDED | 3,366 | +740 | +28.2% | 0.22% | $288K | $83.85 |
| 2023 Q4 | INITIATED | 2,626 | — | — | 0.17% | $210K | — |
As of 2025 Q4 — sorted by position size