Ownership history in PRINCIPAL SECURITIES, INC. · 7 quarters on record
This page tracks every 13F SEC filing in which PRINCIPAL SECURITIES, INC. reported a position in FIRST TR EXCH TRADED FD III (FTLS). 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 | UNCHANGED | 1,061 | — | 0% | 0.00% | $74K | $69.74 |
| 2025 Q2 | ADDED | 1,061 | +106 | +11.1% | 0.00% | $70K | $65.92 |
| 2025 Q1 | UNCHANGED | 955 | — | 0% | 0.00% | $63K | $63.51 |
| 2024 Q4 | ADDED | 955 | +231 | +31.9% | 0.00% | $63K | $65.08 |
| 2024 Q3 | ADDED | 724 | +348 | +92.6% | 0.00% | $46K | $62.49 |
| 2024 Q2 | ADDED | 376 | +2 | +0.5% | 0.00% | $24K | $61.37 |
| 2024 Q1 | INITIATED | 374 | — | — | 0.00% | $23K | — |
As of 2025 Q4 — sorted by position size