FTSL — FIRST TR EXCHANGE-TRADED FD

Ownership history in Little Harbor Advisors, LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which Little Harbor 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
5.0% (2023 Q3)
Avg. % of fund
3.96%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 113,261 -11,275 -9.1% 2.68% $5.2M $45.40
2025 Q3 REDUCED 124,536 -26,569 -17.6% 2.85% $5.7M $44.65
2025 Q2 UNCHANGED 151,105 — 0% 4.11% $6.9M $43.98
2025 Q1 UNCHANGED 151,105 — 0% 4.25% $6.9M $43.02
6 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% Aurora Private Wealth, Inc. 3Y 2.57%
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