SMAY β€” FIRST TR EXCHNG TRADED FD VI

Ownership history in Ignite Planners, LLC  Β·  7 quarters on record

AI Ownership Summary

Ignite Planners, LLC reported FIRST TR EXCHNG TRADED FD VI (SMAY) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.15% in 2024 Q3. The latest visible filing shows SMAY at 0.11% 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.

What this SMAY 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
2025 Q4

SMAY was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2024 Q3

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

Time in book
Holding Window
2024 Q1 to 2025 Q4

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 SMAY β€” position size vs. price
% of Fund (quarterly)    SMAY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 27,000 -990 -3.5% 0.11% $711K 2026-02-14 (Est.) $26.45
2025 Q3 REDUCED 27,990 -1,945 -6.5% 0.12% $709K 2025-10-08 $25.47
2025 Q2 ADDED 29,935 +5,400 +22.0% 0.13% $727K 2025-07-23 $24.48
2025 Q1 ADDED 24,535 +120 +0.5% 0.11% $572K 2025-05-06 $23.32
2024 Q4 REDUCED 24,415 -1,870 -7.1% 0.13% $612K 2025-01-14 $24.78
2024 Q3 ADDED 26,285 +15,515 +144.1% 0.15% $646K 2024-10-07 $24.35
2024 Q1 INITIATED 10,770 β€” β€” 0.07% $246K 2024-04-12 $22.31

FAQ About Ignite Planners, LLC and SMAY

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 SMAY?

Ignite Planners, LLC reported SMAY across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

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

The largest reported portfolio weight for SMAY was 0.15% in 2024 Q3.

What is the latest reported SMAY position on this page?

The most recent filing on this page is 2025 Q4, when Ignite Planners, LLC reported 27,000 shares, equal to 0.11% of portfolio, with an estimated market value of $711K.

What does the chart on this SMAY ownership page compare?

The chart compares Ignite Planners, LLC's quarterly SMAY 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.

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