FTSM β€” FIRST TR EXCHANGE-TRADED FD

Ownership history in Curi Capital, LLC  Β·  2 quarters on record

This page tracks every 13F SEC filing in which Curi Capital, 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 β€” sourced directly from SEC EDGAR 13F filings.

% of Fund (quarterly)    FTSM price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 4,046 +25 +0.6% 0.00% $243K $58.91
2025 Q2 INITIATED 4,021 β€” β€” 0.00% $242K $58.24

🏒 Other funds also holding FTSM

As of 2025 Q4 β€” 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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