GFEB — FIRST TR EXCHNG TRADED FD VI

Ownership history in SMART Wealth LLC  ·  3 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 (GFEB). 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
1.08% (2025 Q3)
Avg. % of fund
0.97%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 64,065 -6,831 -9.6% 0.81% $2.7M $41.53
2025 Q3 REDUCED 70,896 -12,990 -15.5% 1.08% $2.9M $40.57
2025 Q2 INITIATED 83,886 — — 1.03% $3.3M $38.99
% of Fund (quarterly)    GFEB price (monthly, adj. close)

Other funds also holding GFEB

As of 2025 Q4 — sorted by position size

ODonnell Financial Services, LLC 3Y 1.53% Tanglewood Legacy Advisors, LLC 3Y 1.06% MILESTONE ASSET MANAGEMENT, LLC 3Y 0.97% American Alpha Advisors, LLC 0.86% Chris Bulman Inc 0.64% IMG Wealth Management, Inc. 0.51% Plotkin Financial Advisors, LLC 0.46% Clear Creek Financial Management, LLC 3Y 0.36% Per Stirling Capital Management, LLC. 3Y 0.35% Bullseye Investment Management, LLC 3Y 0.34%
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