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 (FSEP). 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 | 102,053 | -3,890 | -3.7% | 3.37% | $5.3M | $51.56 |
| 2025 Q3 | REDUCED | 105,943 | -318 | -0.3% | 3.54% | $5.4M | $50.54 |
| 2025 Q2 | REDUCED | 106,261 | -1,496 | -1.4% | 3.81% | $5.1M | $48.01 |
| 2025 Q1 | REDUCED | 107,757 | -6,600 | -5.8% | 3.66% | $4.8M | $44.55 |
| 2024 Q4 | REDUCED | 114,357 | -3,425 | -2.9% | 4.01% | $5.2M | $45.70 |
| 2024 Q3 | ADDED | 117,782 | +724 | +0.6% | 4.09% | $5.3M | $44.94 |
| 2024 Q2 | REDUCED | 117,058 | -1,400 | -1.2% | 4.34% | $5.1M | $43.76 |
| 2024 Q1 | REDUCED | 118,458 | -1,496 | -1.2% | 4.30% | $5.0M | $42.49 |
| 2023 Q4 | INITIATED | 119,954 | — | — | 4.62% | $4.8M | — |
As of 2025 Q4 — sorted by position size