FDLS Inspire Fidelis Multi Factor ETF

Ownership history in Frontier Asset Management, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Frontier Asset Management, LLC reported a position in Inspire Fidelis Multi Factor ETF (FDLS). 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
0.53% (2025 Q4)
Avg. % of fund
0.45%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 63,775 +12,366 +24.1% 0.53% $2.3M $35.74
2025 Q3 REDUCED 51,409 -1,958 -3.7% 0.45% $1.8M $34.83
2025 Q2 REDUCED 53,367 -2,991 -5.3% 0.46% $1.7M $31.60
2025 Q1 ADDED 56,358 +8,145 +16.9% 0.46% $1.6M $27.94
2024 Q4 ADDED 48,213 +1,456 +3.1% 0.47% $1.4M $29.18
2024 Q3 ADDED 46,757 +18,614 +66.1% 0.49% $1.5M $29.34
2024 Q2 INITIATED 28,143 0.30% $832K
% of Fund (quarterly)    FDLS price (monthly, adj. close)
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