FTGS — FIRST TR EXCHANGE-TRADED FD

Ownership history in RiverTree Advisors, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which RiverTree Advisors, LLC reported a position in FIRST TR EXCHANGE-TRADED FD (FTGS). 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
6.1% (2024 Q1)
Avg. % of fund
4.7%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 144,257 +3,311 +2.3% 3.25% $5.1M $35.35
2025 Q3 REDUCED 140,946 -671 -0.5% 3.24% $5.1M $35.90
2025 Q2 REDUCED 141,617 -73,222 -34.1% 3.25% $4.8M $34.16
2025 Q1 REDUCED 214,839 -37,589 -14.9% 4.28% $6.4M $29.72
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FTGS price (monthly, adj. close)

Other funds also holding FTGS

As of 2025 Q4 — sorted by position size

ODonnell Financial Services, LLC 3Y 5.98% Mach-1 Financial Group, LLC 3Y 3.58% Hobart Private Capital, LLC 3Y 3.21% NORTHEAST PLANNING ASSOCIATES, INC. / NH / 1.73% Key Client Fiduciary Advisors, LLC 3Y 1.7% KPP Advisory Services LLC 1.59% PCG Wealth Advisors, LLC 3Y 1.37% Legacy Wealth Managment, LLC/ID 1.3% Centennial Wealth Advisory LLC 3Y 1.17% IAMS WEALTH MANAGEMENT, LLC 1.04%
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