FTCB — FIRST TR EXCHANGE-TRADED FD

Ownership history in Long Run Wealth Advisors, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Long Run Wealth Advisors, LLC reported a position in FIRST TR EXCHANGE-TRADED FD (FTCB). 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
9.07% (2025 Q3)
Avg. % of fund
8.98%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 2,231,568 +63,259 +2.9% 8.93% $47.4M $21.05
2025 Q3 ADDED 2,168,309 +144,697 +7.2% 9.07% $46.2M $20.78
2025 Q2 INITIATED 2,023,612 — — 8.94% $42.6M $20.32
% of Fund (quarterly)    FTCB price (monthly, adj. close)

Other funds also holding FTCB

As of 2025 Q4 — sorted by position size

AIFG Consultants Ltd. 12.13% Seascape Capital Management 3Y 7Y 8.63% LVZ, Inc. 3Y 7Y 7.35% McCarthy & Cox 4.1% CONSOLIDATED CAPITAL MANAGEMENT, LLC 3Y 7Y 3.48% Centennial Wealth Advisory LLC 3Y 3.02% KINTRA WEALTH, LLC 3Y 2.76% Mach-1 Financial Group, LLC 3Y 2.36% IAMS WEALTH MANAGEMENT, LLC 2.09% FSB PREMIER WEALTH MANAGEMENT, INC. 3Y 1.82%
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