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 EXCHNG TRADED FD VI (FMAY). 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 β6.9% annually on this FMAY position. Timing score: 57% (4/7 decisions correct). Average cost basis: $47.31. Maximum drawdown during holding period: β2.6%.
β Significantly underperformed the S&P 500 by 6.9% ann.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
4 of 7 add/trim decisions correct
Best entry: $36.83 (2023 Q1) Β· Worst: $50.03 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 4 trims. Bought during 0 of 2 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.59% 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.