Ownership history in Refined Wealth Management · 19 quarters on record
This page tracks every 13F SEC filing in which Refined Wealth Management reported a position in FIRST TR EXCHANGE-TRADED FD (FTSM). 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 | 14,209 | -602 | -4.1% | 0.57% | $852K | $59.54 |
| 2025 Q3 | UNCHANGED | 14,811 | — | 0% | 0.57% | $887K | $58.91 |
| 2025 Q2 | UNCHANGED | 14,811 | — | 0% | 0.61% | $887K | $58.24 |
| 2025 Q1 | UNCHANGED | 14,811 | — | 0% | 0.72% | $886K | $57.58 |
| 2024 Q4 | REDUCED | 14,811 | -166 | -1.1% | 0.67% | $885K | $56.89 |
| 2024 Q3 | UNCHANGED | 14,977 | — | 0% | 0.69% | $897K | $56.32 |
| 2024 Q2 | REDUCED | 14,977 | -413 | -2.7% | 0.69% | $893K | $55.37 |
| 2024 Q1 | REDUCED | 15,390 | -6 | -0.0% | 0.65% | $918K | $54.71 |
| 2023 Q4 | REDUCED | 15,396 | -2,880 | -15.8% | 0.72% | $919K | $54.06 |
| 2023 Q3 | ADDED | 18,276 | +27 | +0.1% | 0.97% | $1.1M | $53.18 |
As of 2025 Q4 — sorted by position size