FJAN — FIRST TR EXCHNG TRADED FD VI

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 (FJAN). 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.

Peak position
2.77% (2024 Q3)
Avg. % of fund
2.26%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 112,562 -12,061 -9.7% 1.78% $5.8M $51.75
2025 Q3 REDUCED 124,623 -18,525 -12.9% 2.36% $6.3M $50.15
2025 Q2 ADDED 143,148 +3,761 +2.7% 2.13% $6.8M $47.55
2025 Q1 REDUCED 139,387 -3,507 -2.5% 2.22% $6.2M $44.35
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FJAN price (monthly, adj. close)

Other funds also holding FJAN

As of 2025 Q4 — sorted by position size

Plotkin Financial Advisors, LLC 1.89% 1776 Wealth LLC 3Y 1.14% Anfield Capital Management, LLC 3Y 1.13% Integrity Financial Corp /WA 3Y 1.09% Foguth Wealth Management, LLC. 1.01% FWG Investments, LLC. 1.0% Independent Wealth Network Inc. 3Y 0.75% Tanglewood Legacy Advisors, LLC 3Y 0.46% TFB Advisors LLC 3Y 0.42% Maia Wealth LLC 0.42%
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