Ownership history in LongView Wealth Management · 7 quarters on record
This page tracks every 13F SEC filing in which LongView Wealth Management reported a position in FIRST TR EXCHNG TRADED FD VI (EIPI). 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 | ADDED | 216,430 | +1,736 | +0.8% | 1.04% | $4.3M | $19.64 |
| 2025 Q3 | REDUCED | 214,694 | -1,180 | -0.5% | 1.15% | $4.3M | $19.22 |
| 2025 Q2 | ADDED | 215,874 | +350 | +0.2% | 1.29% | $4.3M | $18.76 |
| 2025 Q1 | REDUCED | 215,524 | -6,317 | -2.8% | 1.31% | $4.4M | $18.93 |
| 2024 Q4 | REDUCED | 221,841 | -7,013 | -3.1% | 1.32% | $4.3M | $17.47 |
| 2024 Q3 | REDUCED | 228,854 | -5,754 | -2.5% | 1.41% | $4.4M | $16.83 |
| 2024 Q2 | INITIATED | 234,608 | — | — | 1.61% | $4.4M | — |
As of 2025 Q4 — sorted by position size