FEUZ β€” FIRST TR EXCH TRD ALPHDX FD

Ownership history in OBSIDIAN CIO, LLC  Β·  2 quarters on record

This page tracks every 13F SEC filing in which OBSIDIAN CIO, LLC reported a position in FIRST TR EXCH TRD ALPHDX FD (FEUZ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.03% (2025 Q3)
πŸ“Š Avg. % of fund
0.03%
πŸ“… First filed
2025 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
2
% of Fund (quarterly)    FEUZ price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 4,394 +536 +13.9% 0.03% $258K $58.31
2025 Q2 INITIATED 3,858 β€” β€” 0.03% $213K $54.62

🏒 Other funds also holding FEUZ

As of 2025 Q4 β€” sorted by position size

Hyposwiss Advisors SA 0.28% Genesee Capital Advisors, LLC 3Y 7Y 0.26% BRASADA CAPITAL MANAGEMENT, LP 3Y 7Y 0.25% HWG Holdings LP 3Y 7Y 0.24% DAYMARK WEALTH PARTNERS, LLC 3Y 0.07% HARBOUR INVESTMENTS, INC. 3Y 0.03% Rathbones Group PLC 3Y 7Y 0.03% Transamerica Financial Advisors, LLC 3Y 7Y 0.02% &PARTNERS 3Y 7Y 0.02% Dunhill Financial, LLC 0.01%
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