FTSL — FIRST TR EXCHANGE-TRADED FD

Ownership history in Key Client Fiduciary Advisors, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which Key Client Fiduciary Advisors, LLC reported a position in FIRST TR EXCHANGE-TRADED FD (FTSL). 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.

Peak position
2.07% (2021 Q4)
Avg. % of fund
0.92%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 57,015 +14,042 +32.7% 0.89% $2.6M $45.40
2025 Q3 ADDED 42,973 +1,263 +3.0% 0.65% $2.0M $44.65
2025 Q2 ADDED 41,710 +986 +2.4% 0.77% $1.9M $43.98
2025 Q1 REDUCED 40,724 -958 -2.3% 0.85% $1.9M $43.02
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FTSL price (monthly, adj. close)

Other funds also holding FTSL

As of 2025 Q4 — sorted by position size

TL Private Wealth 3Y 9.48% WMS Group LLC 5.31% RiverTree Advisors, LLC 3Y 5.3% New England Private Wealth Advisors LLC 3Y 7Y 4.91% HARBOR ADVISORY CORP /MA/ 3Y 7Y 4.53% Flaharty Asset Management, LLC 3Y 7Y 4.49% Mission Hills Financial Advisory, LLC 3.26% Capital Investment Counsel, LLC 2.86% Blackhawk Capital Partners, LLC 3Y 7Y 2.81% Little Harbor Advisors, LLC 2.68%
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