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 (GJAN). 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 | 129,031 | -5,552 | -4.1% | 3.54% | $5.5M | $42.79 |
| 2025 Q3 | REDUCED | 134,583 | -1,451 | -1.1% | 3.71% | $5.6M | $41.67 |
| 2025 Q2 | ADDED | 136,034 | +5,130 | +3.9% | 4.06% | $5.4M | $39.97 |
| 2025 Q1 | ADDED | 130,904 | +27,018 | +26.0% | 3.76% | $4.9M | $37.67 |
| 2024 Q4 | UNCHANGED | 103,886 | — | 0% | 3.08% | $4.0M | $38.65 |
| 2024 Q3 | REDUCED | 103,886 | -1,149 | -1.1% | 3.04% | $3.9M | $37.85 |
| 2024 Q2 | REDUCED | 105,035 | -985 | -0.9% | 3.28% | $3.9M | $36.89 |
| 2024 Q1 | ADDED | 106,020 | +81,990 | +341.2% | 3.25% | $3.8M | $35.88 |
| 2023 Q4 | INITIATED | 24,030 | — | — | 0.79% | $829K | — |
As of 2025 Q4 — sorted by position size