HYLS — FIRST TR EXCHANGE-TRADED FD

Ownership history in OBSIDIAN CIO, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which OBSIDIAN CIO, LLC reported a position in FIRST TR EXCHANGE-TRADED FD (HYLS). 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
0.24% (2025 Q3)
Avg. % of fund
0.19%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 43,786 +9,210 +26.6% 0.24% $1.8M $40.93
2025 Q2 ADDED 34,576 +18,519 +115.3% 0.21% $1.4M $40.01
2025 Q1 INITIATED 16,057 — — 0.11% $659K $38.66
% of Fund (quarterly)    HYLS price (monthly, adj. close)

Other funds also holding HYLS

As of 2025 Q4 — sorted by position size

Blackhawk Capital Partners, LLC 3Y 7Y 2.18% Hyposwiss Advisors SA 2.0% Elevation Capital Advisory, LLC 1.94% Randall & Associates Wealth Management 1.6% Brendel Financial Advisors LLC 3Y 7Y 1.49% TrueWealth Financial Partners 3Y 1.46% TRUE BLUE FINANCIAL, LLC 1.46% Quad-Cities Investment Group, LLC 3Y 7Y 1.4% KMG FIDUCIARY PARTNERS, LLC 3Y 1.19% Darwin Wealth Management, LLC 3Y 7Y 0.81%
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