Ownership history in MONEYWISE, INC. · 20 quarters on record
This page tracks every 13F SEC filing in which MONEYWISE, INC. reported a position in FIRST TR EXCHNG TRADED FD VI (FIXD). 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 Q3 | REDUCED | 4,578 | -800 | -14.9% | 0.09% | $203K | $43.53 |
| 2024 Q3 | REDUCED | 5,378 | -2,517 | -31.9% | 0.12% | $243K | $42.47 |
| 2024 Q2 | REDUCED | 7,895 | -1,041 | -11.6% | 0.18% | $340K | $40.00 |
| 2024 Q1 | REDUCED | 8,936 | -12,393 | -58.1% | 0.21% | $390K | $40.07 |
| 2023 Q4 | ADDED | 21,329 | +4,436 | +26.3% | 0.55% | $951K | $40.55 |
| 2023 Q3 | ADDED | 16,893 | +266 | +1.6% | 0.45% | $710K | $37.79 |
| 2023 Q2 | REDUCED | 16,627 | -900 | -5.1% | 0.46% | $734K | $39.26 |
| 2023 Q1 | ADDED | 17,527 | +487 | +2.9% | 0.51% | $790K | $39.72 |
| 2022 Q4 | REDUCED | 17,040 | -1,719 | -9.2% | 0.56% | $748K | $38.36 |
| 2022 Q3 | REDUCED | 18,759 | -349 | -1.8% | 0.67% | $817K | $37.59 |
As of 2025 Q4 — sorted by position size