Ownership history in Maia Wealth LLC · 6 quarters on record
This page tracks every 13F SEC filing in which Maia Wealth LLC reported a position in FIRST TR EXCH TRADED FD III (RFEM). 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 | 14,334 | +1,375 | +10.6% | 0.21% | $1.3M | $79.19 |
| 2025 Q3 | ADDED | 12,959 | +4,636 | +55.7% | 0.17% | $1.0M | $75.22 |
| 2025 Q2 | ADDED | 8,323 | +2,284 | +37.8% | 0.11% | $595K | $70.24 |
| 2025 Q1 | ADDED | 6,039 | +1,520 | +33.6% | 0.09% | $378K | $63.77 |
| 2024 Q4 | ADDED | 4,519 | +1,203 | +36.3% | 0.06% | $284K | $62.01 |
| 2024 Q3 | INITIATED | 3,316 | — | — | 0.05% | $218K | $65.52 |
As of 2025 Q4 — sorted by position size