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 (QJUN). 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 | 137,044 | -16,552 | -10.8% | 1.33% | $4.4M | $31.84 |
| 2025 Q3 | REDUCED | 153,596 | -27,949 | -15.4% | 1.80% | $4.8M | $31.11 |
| 2025 Q2 | ADDED | 181,545 | +13,035 | +7.7% | 1.68% | $5.4M | $29.57 |
| 2025 Q1 | REDUCED | 168,510 | -12,162 | -6.7% | 1.60% | $4.5M | $26.45 |
| 2024 Q4 | ADDED | 180,672 | +36,993 | +25.7% | 1.80% | $5.1M | $28.03 |
| 2024 Q3 | INITIATED | 143,679 | — | — | 1.91% | $2.5M | $27.01 |
As of 2025 Q4 — sorted by position size