Ownership history in SMART Wealth LLC · 6 quarters on record
This page tracks every 13F SEC filing in which SMART Wealth LLC reported a position in FIRST TR EXCHNG TRADED FD VI (DOCT). 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 | 29,350 | -2,593 | -8.1% | 0.40% | $1.3M | $44.29 |
| 2025 Q3 | REDUCED | 31,943 | -2,153 | -6.3% | 0.52% | $1.4M | $43.20 |
| 2025 Q2 | REDUCED | 34,096 | -1,268 | -3.6% | 0.44% | $1.4M | $41.07 |
| 2025 Q1 | REDUCED | 35,364 | -8,445 | -19.3% | 0.49% | $1.4M | $38.35 |
| 2024 Q4 | REDUCED | 43,809 | -73,333 | -62.6% | 0.61% | $1.7M | $39.37 |
| 2024 Q3 | INITIATED | 117,142 | — | — | 2.76% | $3.7M | $39.03 |
As of 2025 Q4 — sorted by position size