Ownership history in Ignite Planners, LLC Β· 13 quarters on record
This page tracks every 13F SEC filing in which Ignite Planners, LLC reported a position in FIRST TR EXCHANGE TRADED FD (EDOW). 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.
π Ignite Planners, LLC underperformed the S&P 500 by β6.4% annually on this EDOW position. Timing score: 27% (3/11 decisions correct). Average cost basis: $41.28. Maximum drawdown during holding period: β3.2%.
β Significantly underperformed the S&P 500 by 6.4% ann.
11 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
3 of 11 add/trim decisions correct
Best entry: $39.78 (2025 Q3) Β· Worst: $41.30 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 10 trims. Bought during 0 of 2 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.61% of portfolio
β 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.
As of 2025 Q4 β sorted by position size