Ownership history in Lakeridge Wealth Management LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Lakeridge Wealth Management LLC reported a position in FIRST TR EXCHNG TRADED FD VI (DFEB). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | UNCHANGED | 13,926 | — | 0% | 0.30% | $665K | $47.72 |
| 2025 Q3 | UNCHANGED | 13,926 | — | 0% | 0.29% | $648K | $46.54 |
| 2025 Q2 | UNCHANGED | 13,926 | — | 0% | 0.29% | $622K | $44.65 |
| 2025 Q1 | UNCHANGED | 13,926 | — | 0% | 0.29% | $587K | $42.15 |
| 2024 Q4 | REDUCED | 13,926 | -315 | -2.2% | 0.31% | $595K | $42.69 |
| 2024 Q3 | UNCHANGED | 14,241 | — | 0% | 0.33% | $594K | $41.74 |
| 2024 Q2 | UNCHANGED | 14,241 | — | 0% | 0.35% | $574K | $40.33 |
| 2024 Q1 | REDUCED | 14,241 | -540 | -3.7% | 0.36% | $557K | $39.11 |
| 2023 Q4 | INITIATED | 14,781 | — | — | 0.40% | $554K | — |
As of 2025 Q4 — sorted by position size