Ownership history in D.A. DAVIDSON & CO. · 30 quarters on record
This page tracks every 13F SEC filing in which D.A. DAVIDSON & CO. reported a position in FT LIBERTY US LOW VOLATILITY ETF (INCE). 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 Q4 | UNCHANGED | 40,305 | — | 0% | 0.02% | $2.5M | $60.55 |
| 2025 Q3 | ADDED | 40,305 | +575 | +1.4% | 0.02% | $2.4M | $58.11 |
| 2025 Q2 | ADDED | 39,730 | +2,115 | +5.6% | 0.02% | $2.3M | $55.61 |
| 2025 Q1 | ADDED | 37,615 | +5,610 | +17.5% | 0.02% | $2.1M | $53.66 |
| 2024 Q4 | ADDED | 32,005 | +1,945 | +6.5% | 0.01% | $1.8M | $52.23 |
| 2024 Q3 | REDUCED | 30,060 | -345 | -1.1% | 0.01% | $1.7M | $54.22 |
| 2024 Q2 | ADDED | 30,405 | +50 | +0.2% | 0.01% | $1.6M | $49.63 |
| 2024 Q1 | REDUCED | 30,355 | -120 | -0.4% | 0.01% | $1.7M | $50.06 |
| 2023 Q4 | ADDED | 30,475 | +640 | +2.1% | 0.02% | $1.6M | $47.18 |
| 2023 Q3 | ADDED | 29,835 | +2,040 | +7.3% | 0.02% | $1.4M | $42.98 |
As of 2025 Q4 — sorted by position size