RFEM β€” FIRST TR EXCH TRADED FD III

Ownership history in Ferguson Shapiro LLC  Β·  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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
2.34% (2025 Q4)
πŸ“Š Avg. % of fund
2.34%
πŸ“… First filed
2025 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
1
% of Fund (quarterly)    RFEM price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 96,110 β€” β€” 2.34% $7.6M $79.19

🏒 Other funds also holding RFEM

As of 2025 Q4 β€” 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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