Ownership history in MONEYWISE, INC. · 24 quarters on record
This page tracks every 13F SEC filing in which MONEYWISE, INC. reported a position in FIRST TR EXCH TRADED FD III (RFDI). 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 | REDUCED | 3,458 | -178 | -4.9% | 0.12% | $278K | $80.51 |
| 2025 Q3 | UNCHANGED | 3,636 | — | 0% | 0.13% | $279K | $75.77 |
| 2025 Q2 | ADDED | 3,636 | +8 | +0.2% | 0.12% | $265K | $71.66 |
| 2025 Q1 | ADDED | 3,628 | +1 | +0.0% | 0.13% | $241K | $64.34 |
| 2024 Q4 | REDUCED | 3,627 | -14,905 | -80.4% | 0.11% | $223K | $59.22 |
| 2024 Q3 | REDUCED | 18,532 | -915 | -4.7% | 0.61% | $1.2M | $63.73 |
| 2024 Q2 | REDUCED | 19,447 | -1,129 | -5.5% | 0.66% | $1.2M | $59.53 |
| 2024 Q1 | REDUCED | 20,576 | -5,621 | -21.5% | 0.72% | $1.3M | $59.16 |
| 2023 Q4 | REDUCED | 26,197 | -1,162 | -4.2% | 0.92% | $1.6M | $56.10 |
| 2023 Q3 | ADDED | 27,359 | +60 | +0.2% | 0.95% | $1.5M | $50.83 |
As of 2025 Q4 — sorted by position size