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 (FDEC). 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 | 148,314 | -2,208 | -1.5% | 4.86% | $7.6M | $51.18 |
| 2025 Q3 | REDUCED | 150,522 | -2,992 | -1.9% | 4.90% | $7.4M | $49.24 |
| 2025 Q2 | REDUCED | 153,514 | -3,977 | -2.5% | 5.36% | $7.2M | $46.67 |
| 2025 Q1 | REDUCED | 157,491 | -1,473 | -0.9% | 5.21% | $6.8M | $43.40 |
As of 2025 Q4 — sorted by position size