ILDR — FIRST TR EXCHNG TRADED FD VI

Ownership history in Maia Wealth LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Maia Wealth LLC reported a position in FIRST TR EXCHNG TRADED FD VI (ILDR). 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
0.33% (2025 Q4)
Avg. % of fund
0.21%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 62,376 +22,988 +58.4% 0.33% $1.9M $32.99
2025 Q3 ADDED 39,388 +5,121 +14.9% 0.22% $1.3M $32.39
2025 Q2 ADDED 34,267 +17,734 +107.3% 0.19% $1.0M $29.43
2025 Q1 INITIATED 16,533 — — 0.08% $373K $23.32
% of Fund (quarterly)    ILDR price (monthly, adj. close)

Other funds also holding ILDR

As of 2025 Q4 — sorted by position size

Merkkuri Wealth Advisors LLC 1.5% Wealth Watch Advisors, INC 0.85% Mach-1 Financial Group, LLC 3Y 0.83% HBW ADVISORY SERVICES LLC 3Y 0.47% Kraft, Davis & Associates, LLC 3Y 0.46% Maridea Wealth Management LLC 0.36% Chris Bulman Inc 0.33% Proactive Wealth Strategies LLC 0.18% CREATIVE FINANCIAL DESIGNS INC /ADV 3Y 7Y 0.15% Apeiron RIA LLC 3Y 0.14%
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