FMAR — FIRST TR EXCHNG TRADED FD VI

Ownership history in Schulz Wealth, LTD.  ·  9 quarters on record

This page tracks every 13F SEC filing in which Schulz Wealth, LTD. reported a position in FIRST TR EXCHNG TRADED FD VI (FMAR). 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
1.38% (2023 Q4)
Avg. % of fund
1.26%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 38,105 — 0% 1.16% $1.8M $47.47
2025 Q3 UNCHANGED 38,105 — 0% 1.17% $1.8M $46.39
2025 Q2 UNCHANGED 38,105 — 0% 1.28% $1.7M $44.84
2025 Q1 UNCHANGED 38,105 — 0% 1.23% $1.6M $42.20
2024 Q4 UNCHANGED 38,105 — 0% 1.27% $1.6M $43.27
2024 Q3 UNCHANGED 38,105 — 0% 1.25% $1.6M $42.26
2024 Q2 UNCHANGED 38,105 — 0% 1.31% $1.5M $40.58
2024 Q1 UNCHANGED 38,105 — 0% 1.28% $1.5M $39.24
2023 Q4 INITIATED 38,105 — — 1.38% $1.4M —
% of Fund (quarterly)    FMAR price (monthly, adj. close)

Other funds also holding FMAR

As of 2025 Q4 — sorted by position size

Outlook Wealth Advisors, LLC 3Y 7Y 2.16% Integrity Financial Corp /WA 3Y 1.16% RiverTree Advisors, LLC 3Y 0.87% FWG Investments, LLC. 0.8% BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3Y 7Y 0.65% 1776 Wealth LLC 3Y 0.5% Faithward Advisors, LLC 3Y 0.33% Paragon Private Wealth Management, LLC 3Y 0.32% FSB PREMIER WEALTH MANAGEMENT, INC. 3Y 0.31% LM Advisors LLC 0.31%
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