Ownership history in FSC Wealth Advisors, LLC · 4 quarters on record
This page tracks every 13F SEC filing in which FSC Wealth Advisors, LLC reported a position in FIRST TR EXCHANGE-TRADED FD (FDN). 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 | 5,567 | -9,506 | -63.1% | 2.43% | $1.5M | $269.18 |
| 2025 Q3 | REDUCED | 15,073 | -91 | -0.6% | 2.43% | $4.2M | $279.84 |
| 2025 Q2 | REDUCED | 15,164 | -15,871 | -51.1% | 2.50% | $4.1M | $269.33 |
| 2024 Q1 | INITIATED | 31,035 | — | — | 4.48% | $6.4M | — |
As of 2025 Q4 — sorted by position size