RFEM — FIRST TR EXCH TRADED FD III

Ownership history in Ferguson Shapiro LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Ferguson Shapiro LLC reported a position in FIRST TR EXCH TRADED FD III (RFEM). 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
2.34% (2025 Q4)
Avg. % of fund
2.34%
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 96,110 — — 2.34% $7.6M $79.19
% of Fund (quarterly)    RFEM price (monthly, adj. close)

Other funds also holding RFEM

As of 2025 Q4 — sorted by position size

Maia Wealth LLC 0.21% Coppell Advisory Solutions LLC 3Y 0.17% J.W. COLE ADVISORS, INC. 3Y 0.05% Prospera Financial Services Inc 3Y 7Y 0.05% RiverFront Investment Group, LLC 3Y 7Y 0.05% Triad Wealth Partners, LLC 0.04% World Investment Advisors 3Y 7Y 0.02% Farther Finance Advisors, LLC 0.01% Janney Montgomery Scott LLC 3Y 7Y 0.01% Elevated Capital Advisors, LLC 3Y 0.01%
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