FTHI β€” FIRST TR EXCHANGE TRADED FD

Ownership history in SHP Wealth Management  Β·  1 quarter on record

This page tracks every 13F SEC filing in which SHP Wealth Management reported a position in FIRST TR EXCHANGE TRADED FD (FTHI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.66% (2025 Q4)
πŸ“Š Avg. % of fund
0.66%
πŸ“… First filed
2025 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
1
% of Fund (quarterly)    FTHI price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 356,613 β€” β€” 0.66% $8.4M $23.27

🏒 Other funds also holding FTHI

As of 2025 Q4 β€” sorted by position size

Ergawealth Advisors, Inc. 22.79% RiverTree Advisors, LLC 3Y 2.95% Merkkuri Wealth Advisors LLC 2.43% Strategic Financial Concepts, LLC 2.25% ELEVATION WEALTH PARTNERS, LLC 1.67% MJP ASSOCIATES INC /ADV 3Y 1.35% ARQ WEALTH ADVISORS, LLC 3Y 1.27% Elevation Wealth Management LLC 1.01% Advisor OS, LLC 3Y 0.87% American Institute for Advanced Investment Management, LLP 3Y 0.81%
← Back to SHP Wealth Management Holdings