FIW — FIRST TR EXCHANGE-TRADED FD

Ownership history in Element Wealth, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Element Wealth, LLC reported a position in FIRST TR EXCHANGE-TRADED FD (FIW). 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
0.65% (2025 Q2)
Avg. % of fund
0.65%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 13,192 +120 +0.9% 0.64% $1.5M $112.12
2025 Q2 INITIATED 13,072 — — 0.65% $1.4M $107.59
% of Fund (quarterly)    FIW price (monthly, adj. close)

Other funds also holding FIW

As of 2025 Q4 — sorted by position size

Polianta Ltd 3Y 7Y 3.81% Stegent Equity Advisors, Inc. 3Y 3.1% Mainsail Financial Group, LLC 3Y 2.31% Farrow Financial, Inc. 1.42% Prism Advisors, Inc. 3Y 7Y 1.32% White Pine Investment CO 3Y 7Y 1.21% Clearwater Capital Advisors, LLC 3Y 7Y 0.99% CORRADO ADVISORS, LLC 3Y 7Y 0.81% Raab & Moskowitz Asset Management LLC 3Y 7Y 0.79% SFI Advisors, LLC 3Y 0.76%
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