Ownership history in Fiduciary Planning LLC · 10 quarters on record
This page tracks every 13F SEC filing in which Fiduciary Planning LLC reported a position in FIRST TR EXCHANGE-TRADED FD (AIRR). 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 | 85,580 | -180 | -0.2% | 2.55% | $8.4M | $98.32 |
| 2025 Q3 | ADDED | 85,760 | +1,416 | +1.7% | 2.53% | $8.3M | $96.65 |
| 2025 Q2 | REDUCED | 84,344 | -3,590 | -4.1% | 2.27% | $6.9M | $81.37 |
| 2025 Q1 | ADDED | 87,934 | +6,308 | +7.7% | 1.98% | $6.0M | $68.12 |
| 2024 Q4 | ADDED | 81,626 | +3,700 | +4.7% | 2.04% | $6.3M | $76.86 |
| 2024 Q3 | ADDED | 77,926 | +2,290 | +3.0% | 1.97% | $5.8M | $74.45 |
| 2024 Q2 | ADDED | 75,636 | +2,871 | +3.9% | 1.85% | $5.2M | $68.07 |
| 2024 Q1 | REDUCED | 72,765 | -5,502 | -7.0% | 1.85% | $4.9M | $67.06 |
| 2023 Q4 | ADDED | 78,267 | +55,109 | +238.0% | 1.93% | $4.5M | $57.60 |
| 2023 Q3 | INITIATED | 23,158 | — | — | 0.56% | $1.2M | — |
As of 2025 Q4 — sorted by position size