FEP — FIRST TR EXCH TRD ALPHDX 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 EXCH TRD ALPHDX FD (FEP). 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
0.21% (2025 Q4)
Avg. % of fund
0.21%
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 23 — — 0.21% $310K $53.75
% of Fund (quarterly)    FEP price (monthly, adj. close)

Other funds also holding FEP

As of 2025 Q4 — sorted by position size

Mainsail Financial Group, LLC 3Y 0.98% Risk Paradigm Group, LLC 3Y 7Y 0.77% HFG Advisors, Inc. 3Y 0.45% BELLEVUE ASSET MANAGEMENT, LLC 3Y 0.4% Coppell Advisory Solutions LLC 3Y 0.33% Dunhill Financial, LLC 0.25% IAMS WEALTH MANAGEMENT, LLC 0.24% 1776 Wealth LLC 3Y 0.2% MPWM ADVISORY SOLUTIONS, LLC 0.19% RPg Family Wealth Advisory, LLC 3Y 7Y 0.19%
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