FTHI — FIRST TR EXCHANGE TRADED FD

Ownership history in Elevation Wealth Management LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Elevation Wealth Management LLC reported a position in FIRST TR EXCHANGE TRADED FD (FTHI). 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
1.01% (2025 Q4)
Avg. % of fund
1.01%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 44,504 — — 1.01% $1.1M $23.27
% of Fund (quarterly)    FTHI price (monthly, adj. close)

Other funds also holding FTHI

As of 2025 Q4 — sorted by position size

Ergawealth Advisors, Inc. 22.79% RiverTree Advisors, LLC 3Y 2.95% Merkkuri Wealth Advisors LLC 2.43% Strategic Financial Concepts, LLC 2.25% ELEVATION WEALTH PARTNERS, LLC 1.67% MJP ASSOCIATES INC /ADV 3Y 1.35% ARQ WEALTH ADVISORS, LLC 3Y 1.27% Advisor OS, LLC 3Y 0.87% American Institute for Advanced Investment Management, LLP 3Y 0.81% Anchor Capital Management Group Inc 0.8%
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