FIRI β€” FIRE Funds Income Target ETF

Ownership history in FLOW TRADERS U.S. LLC  Β·  3 quarters on record

This page tracks every 13F SEC filing in which FLOW TRADERS U.S. LLC reported a position in FIRE Funds Income Target ETF (FIRI). 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
0.02% (2024 Q4)
πŸ“Š Avg. % of fund
0.01%
πŸ“… First filed
2024 Q4
πŸ“… Last filed
2025 Q3
⏱ Quarters held
3

Position Intelligence

FLOW TRADERS U.S. LLC Γ— FIRI AI Analytics

πŸ“‰ FLOW TRADERS U.S. LLC underperformed the S&P 500 by –18.2% annually on this FIRI position. Average cost basis: $17.79. Maximum drawdown during holding period: –0.0%.

πŸ“ˆ Position Alpha vs SPY
-18.2%
annualised excess return

❌ Significantly underperformed the S&P 500 by 18.2% ann.
2 quarters analyzed

πŸ’° Entry Quality
$17.79
+6.5% vs current ($18.94)

Best entry: $17.79 (2024 Q4)  Β·  Worst: $17.79 (2024 Q4)

πŸ›‘οΈ Drawdown Resilience
–0.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
33%
buy-side decisions

1 add Β· 2 trims. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.01% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    FIRI price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 10,107 -7,608 -42.9% 0.01% $191K $18.94
2025 Q1 REDUCED 17,715 -3,849 -17.8% 0.01% $341K $18.05
2024 Q4 INITIATED 21,564 β€” β€” 0.02% $421K $17.79

🏒 Other funds also holding FIRI

As of 2025 Q3 β€” sorted by position size

Tidal Investments LLC 3Y 7Y 0.0% UBS Group AG 3Y 7Y 0.0%
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