Ownership history in Etesian Wealth Advisors, Inc. · 10 quarters on record
This page tracks every 13F SEC filing in which Etesian Wealth Advisors, Inc. reported a position in FIRST TR EXCHNG TRADED FD VI (UCON). 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 | ADDED | 563,499 | +14,709 | +2.7% | 4.45% | $14.2M | $24.99 |
| 2025 Q3 | ADDED | 548,790 | +41,639 | +8.2% | 4.57% | $13.8M | $24.68 |
| 2025 Q2 | ADDED | 507,151 | +50,779 | +11.1% | 4.71% | $12.6M | $24.11 |
| 2025 Q1 | ADDED | 456,372 | +46,887 | +11.5% | 4.87% | $11.3M | $23.72 |
| 2024 Q4 | ADDED | 409,485 | +44,598 | +12.2% | 4.46% | $10.1M | $23.36 |
| 2024 Q3 | ADDED | 364,887 | +82,571 | +29.2% | 4.15% | $9.2M | $23.53 |
| 2024 Q2 | ADDED | 282,316 | +22,577 | +8.7% | 3.88% | $6.9M | $22.60 |
| 2024 Q1 | ADDED | 259,739 | +19,816 | +8.3% | 3.67% | $6.4M | $22.47 |
| 2023 Q4 | ADDED | 239,923 | +94,621 | +65.1% | 3.57% | $5.9M | $22.31 |
| 2023 Q3 | INITIATED | 145,302 | — | — | 2.55% | $3.5M | — |
As of 2025 Q4 — sorted by position size