Ignite Planners, LLC FMAY FIRST TR EXCHNG TRADED FD VI

Ownership history in Ignite Planners, LLC  ·  14 quarters on record

AI Ownership Summary

Ignite Planners, LLC reported FIRST TR EXCHNG TRADED FD VI (FMAY) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.04% in 2024 Q4. The latest visible filing shows FMAY at 0.56% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FMAY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ignite Planners, LLC's position in FIRST TR EXCHNG TRADED FD VI, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FMAY was reported at 0.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.04% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Ignite Planners, LLC held FMAY — position size vs. price
% of Fund (quarterly)    FMAY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 68,190 -2,916 -4.1% 0.56% $3.6M 2026-04-17 $55.11
2025 Q4 REDUCED 71,106 -151 -0.2% 0.59% $3.8M 2026-02-06 $53.88
2025 Q3 UNCHANGED 71,257 0% 0.61% $3.7M 2025-10-08 $52.39
2025 Q2 ADDED 71,257 +1,500 +2.2% 0.62% $3.6M 2025-07-23 $50.74
2025 Q1 REDUCED 30.1% +8.3% 69,757 -29,996 -30.1% 0.63% $3.2M 2025-05-06 $45.89
2024 Q4 ADDED 99,753 +60,961 +157.1% 1.04% $4.8M 2025-01-14 $47.29
2024 Q3 UNCHANGED 38,792 0% 0.41% $1.8M 2024-10-07 $46.18
2024 Q2 ADDED 38,792 +200 +0.5% 0.43% $1.8M 2024-07-12 $45.33
2024 Q1 REDUCED 5.1% +3.5% 38,592 -2,061 -5.1% 0.47% $1.7M 2024-04-12 $43.12
2023 Q4 UNCHANGED 40,653 0% 0.50% $1.7M 2024-01-09 $41.41
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Ignite Planners, LLC and FMAY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ignite Planners, LLC reported owning FMAY?

Ignite Planners, LLC reported FMAY across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FMAY position in Ignite Planners, LLC's portfolio?

The largest reported portfolio weight for FMAY was 1.04% in 2024 Q4.

What is the latest reported FMAY position on this page?

The most recent filing on this page is 2026 Q1, when Ignite Planners, LLC reported 68,190 shares, equal to 0.56% of portfolio, with an estimated market value of $3.6M.

What does the chart on this FMAY ownership page compare?

The chart compares Ignite Planners, LLC's quarterly FMAY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Ignite Planners, LLC time their FMAY position?

Based on 13F filing dates vs. subsequent FMAY price moves, Ignite Planners, LLC correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on FMAY relative to SPY over the holding period was -5.8%.

← Back to Ignite Planners, LLC Holdings