FSCS — FIRST TRUST

Ownership history in MPWM ADVISORY SOLUTIONS, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which MPWM ADVISORY SOLUTIONS, LLC reported a position in FIRST TRUST (FSCS). 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
0.04% (2024 Q4)
Avg. % of fund
0.04%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 1,636 — 0% 0.03% $59K $35.77
2025 Q3 UNCHANGED 1,636 — 0% 0.04% $60K $36.58
2025 Q2 UNCHANGED 1,636 — 0% 0.04% $58K $35.59
2025 Q1 UNCHANGED 1,636 — 0% 0.04% $57K $34.33
2024 Q4 INITIATED 1,636 — — 0.04% $58K $35.15
% of Fund (quarterly)    FSCS price (monthly, adj. close)

Other funds also holding FSCS

As of 2025 Q4 — sorted by position size

Bullseye Investment Management, LLC 3Y 0.64% FSB PREMIER WEALTH MANAGEMENT, INC. 3Y 0.21% NewEdge Advisors, LLC 3Y 7Y 0.05% PFG Investments, LLC 0.02% INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3Y 0.02% Cambridge Investment Research Advisors, Inc. 3Y 7Y 0.01% Equitable Holdings, Inc. 3Y 0.01% LPL Financial LLC 3Y 7Y 0.0% NBC SECURITIES, INC. 0.0% HARBOUR INVESTMENTS, INC. 3Y 0.0%
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