GSEP — FIRST TR EXCHNG TRADED FD

Ownership history in SMART Wealth LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which SMART Wealth LLC reported a position in FIRST TR EXCHNG TRADED FD (GSEP). 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
0.57% (2025 Q4)
Avg. % of fund
0.57%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 48,651 — — 0.57% $1.9M $38.74
% of Fund (quarterly)    GSEP price (monthly, adj. close)

Other funds also holding GSEP

As of 2025 Q4 — sorted by position size

FSR Wealth Management Ltd. 8.76% Schulz Wealth, LTD. 2.4% Integrated Wealth Management 2.36% Outlook Wealth Advisors, LLC 3Y 7Y 2.35% Lloyd Advisory Services, LLC. 3Y 2.2% KRAEMATON INVESTMENT ADVISORS, INC 3Y 1.63% FSA Advisors, Inc. 1.16% FWG Investments, LLC. 0.65% Blackston Financial Advisory Group, LLC 3Y 0.62% HBW ADVISORY SERVICES LLC 3Y 0.43%
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