Ownership history in FOCUS Wealth Advisors, LLC · 14 quarters on record
This page tracks every 13F SEC filing in which FOCUS Wealth Advisors, LLC reported a position in FIRST TR EXCH TRADED FD III (FTLS). 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 | 93,560 | +465 | +0.5% | 3.09% | $6.6M | $70.99 |
| 2025 Q3 | ADDED | 93,095 | +1,399 | +1.5% | 3.13% | $6.5M | $69.74 |
| 2025 Q2 | ADDED | 91,696 | +561 | +0.6% | 3.16% | $6.1M | $65.92 |
| 2025 Q1 | REDUCED | 91,135 | -2,025 | -2.2% | 3.23% | $5.8M | $63.51 |
As of 2025 Q4 — sorted by position size