FTHI β€” FIRST TR EXCHANGE TRADED FD

Ownership history in Edge Financial Advisors LLC  Β·  1 quarter on record

AI Ownership Summary

Edge Financial Advisors LLC reported FIRST TR EXCHANGE TRADED FD (FTHI) in 1 quarterly 13F filing from 2025 Q3 through 2025 Q3. Peak portfolio weight reached 0.11% in 2025 Q3. The latest visible filing shows FTHI at 0.11% 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.

What this FTHI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Edge Financial Advisors LLC's position in FIRST TR EXCHANGE TRADED 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 Q3

FTHI was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 to 2025 Q3

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.

How Edge Financial Advisors LLC held FTHI β€” position size vs. price
% of Fund (quarterly)    FTHI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 INITIATED 10,186 β€” β€” 0.11% $242K 2025-10-31 $22.91

FAQ About Edge Financial Advisors LLC and FTHI

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

How long has Edge Financial Advisors LLC reported owning FTHI?

Edge Financial Advisors LLC reported FTHI across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported FTHI position in Edge Financial Advisors LLC's portfolio?

The largest reported portfolio weight for FTHI was 0.11% in 2025 Q3.

What is the latest reported FTHI position on this page?

The most recent filing on this page is 2025 Q3, when Edge Financial Advisors LLC reported 10,186 shares, equal to 0.11% of portfolio, with an estimated market value of $242K.

What does the chart on this FTHI ownership page compare?

The chart compares Edge Financial Advisors LLC's quarterly FTHI 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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