Ownership history in Elevated Capital Advisors, LLC · 17 quarters on record
This page tracks every 13F SEC filing in which Elevated Capital Advisors, LLC reported a position in FIRST TR EXCH TRADED FD III (RFDI). 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 | REDUCED | 1,378 | -24,992 | -94.8% | 0.03% | $111K | $80.51 |
| 2024 Q2 | REDUCED | 26,370 | -891 | -3.3% | 0.47% | $1.7M | $59.53 |
| 2024 Q1 | REDUCED | 27,261 | -1,633 | -5.7% | 0.50% | $1.8M | $59.16 |
| 2023 Q4 | REDUCED | 28,894 | -14 | -0.0% | 0.55% | $1.8M | $56.10 |
| 2023 Q3 | ADDED | 28,908 | +311 | +1.1% | 0.55% | $1.6M | $50.83 |
| 2023 Q2 | ADDED | 28,597 | +1,907 | +7.1% | 0.54% | $1.6M | $52.11 |
| 2023 Q1 | ADDED | 26,690 | +3,516 | +15.2% | 0.54% | $1.5M | $50.21 |
| 2022 Q4 | ADDED | 23,174 | +1,262 | +5.8% | 0.47% | $1.2M | $47.49 |
| 2022 Q3 | REDUCED | 21,912 | -706 | -3.1% | 0.40% | $1.0M | $40.84 |
| 2022 Q1 | REDUCED | 22,618 | -207 | -0.9% | 0.49% | $1.5M | $55.72 |
As of 2025 Q4 — sorted by position size