FTLS FIRST TR EXCH TRADED FD III

Ownership history in EdgeRock Capital LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which EdgeRock Capital LLC reported a position in FIRST TR EXCH TRADED FD III (FTLS). 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.

Peak position
7.14% (2025 Q1)
Avg. % of fund
4.56%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 204,885 +1,875 +0.9% 3.87% $14.5M $70.99
2025 Q3 ADDED 203,010 +18,328 +9.9% 3.95% $14.2M $69.74
2025 Q2 ADDED 184,682 +28,451 +18.2% 3.88% $12.3M $65.92
2025 Q1 ADDED 156,231 +50,496 +47.8% 7.14% $10.0M $63.51
2024 Q4 ADDED 105,735 +10,183 +10.7% 4.56% $7.0M $65.08
2024 Q3 ADDED 95,552 +7,285 +8.3% 4.26% $6.1M $62.49
2024 Q2 INITIATED 88,267 4.28% $5.5M
% of Fund (quarterly)    FTLS price (monthly, adj. close)
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