Ownership history in SMART Wealth LLC · 5 quarters on record
This page tracks every 13F SEC filing in which SMART Wealth LLC reported a position in FIRST TR EXCHANGE TRADED FD (FGD). 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 | 123,911 | -7,250 | -5.5% | 1.14% | $3.8M | $30.27 |
| 2025 Q3 | ADDED | 131,161 | +8,044 | +6.5% | 1.42% | $3.8M | $28.15 |
| 2025 Q2 | ADDED | 123,117 | +14,004 | +12.8% | 1.06% | $3.4M | $26.54 |
| 2025 Q1 | ADDED | 109,113 | +5,051 | +4.9% | 0.95% | $2.6M | $22.91 |
| 2024 Q4 | INITIATED | 104,062 | — | — | 0.82% | $2.3M | $20.96 |
As of 2025 Q4 — sorted by position size