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 (QMAR). 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 | 51,992 | -3,762 | -6.7% | 0.52% | $1.7M | $33.00 |
| 2025 Q3 | REDUCED | 55,754 | -2,934 | -5.0% | 0.68% | $1.8M | $32.18 |
| 2025 Q2 | REDUCED | 58,688 | -1,410 | -2.3% | 0.57% | $1.8M | $30.99 |
| 2025 Q1 | REDUCED | 60,098 | -16,482 | -21.5% | 0.61% | $1.7M | $28.29 |
| 2024 Q4 | REDUCED | 76,580 | -56,540 | -42.5% | 0.81% | $2.3M | $29.76 |
| 2024 Q3 | INITIATED | 133,120 | — | — | 1.89% | $2.5M | $28.63 |
As of 2025 Q4 — sorted by position size