FBT — FIRST TR EXCHANGE-TRADED FD

Ownership history in Forefront Wealth Partners, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Forefront Wealth Partners, LLC reported a position in FIRST TR EXCHANGE-TRADED FD (FBT). 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
0.6% (2025 Q4)
Avg. % of fund
0.39%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 6,112 +987 +19.3% 0.60% $1.3M $206.52
2025 Q3 ADDED 5,125 +2,010 +64.5% 0.23% $919K $179.29
2025 Q2 INITIATED 3,115 — — 0.35% $507K $161.33
% of Fund (quarterly)    FBT price (monthly, adj. close)

Other funds also holding FBT

As of 2025 Q4 — sorted by position size

SFI Advisors, LLC 3Y 3.05% Hartford Financial Management Inc. 3Y 7Y 1.56% Holistic Financial Partners 3Y 7Y 1.4% Berger Financial Group, Inc 3Y 1.37% Arlington Financial Advisors, LLC 3Y 7Y 0.82% PACIFIC SUN FINANCIAL CORP 3Y 7Y 0.74% JUNCTURE WEALTH STRATEGIES, LLC 3Y 7Y 0.72% Quad-Cities Investment Group, LLC 3Y 7Y 0.72% GENTRY PRIVATE WEALTH, LLC 0.61% RPG Investment Advisory, LLC 3Y 7Y 0.55%
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