AIRR — FIRST TR EXCHANGE TRADED FD

Ownership history in Lifetime Wealth Management P.C.  ·  1 quarter on record

This page tracks every 13F SEC filing in which Lifetime Wealth Management P.C. reported a position in FIRST TR EXCHANGE TRADED FD (AIRR). 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
1.81% (2025 Q4)
Avg. % of fund
1.81%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 104 — — 1.81% $2.7M $98.32
% of Fund (quarterly)    AIRR price (monthly, adj. close)

Other funds also holding AIRR

As of 2025 Q4 — sorted by position size

Comprehensive Wealth Management, LLC 7.81% Next Level Private LLC 3Y 5.21% Symphony Financial Services, Inc. 4.34% Presidio Capital Management, LLC 3Y 4.27% Strive Asset Management, LLC 4.15% SOUTHERN CAPITAL SERVICES INC /ADV 4.08% THRYVE WEALTH MANAGEMENT LLC 4.02% Parcion Private Wealth LLC 3Y 3.65% FISCHER INVESTMENT STRATEGIES, LLC 3.27% Atlas Wealth LLC 3Y 3.0%
← Back to Lifetime Wealth Management P.C. Holdings