QSPT — 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 (QSPT). 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
1.9% (2024 Q3)
Avg. % of fund
0.84%
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 55,584 -5,064 -8.3% 0.54% $1.8M $31.68
2025 Q3 REDUCED 60,648 -4,014 -6.2% 0.71% $1.9M $31.05
2025 Q2 REDUCED 64,662 -2,017 -3.0% 0.60% $1.9M $29.58
2025 Q1 REDUCED 66,679 -29 -0.0% 0.63% $1.8M $26.51
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% of Fund (quarterly)    QSPT price (monthly, adj. close)

Other funds also holding QSPT

As of 2025 Q4 — sorted by position size

Outlook Wealth Advisors, LLC 3Y 7Y 2.73% FWG Investments, LLC. 0.75% Global Assets Advisory, LLC 3Y 0.52% Maia Wealth LLC 0.32% 1776 Wealth LLC 3Y 0.26% B. Riley Wealth Advisors, Inc. 3Y 7Y 0.26% Sequent Planning LLC 0.25% Ignite Planners, LLC 3Y 0.22% Faithward Advisors, LLC 3Y 0.2% ORG Partners LLC 0.17%
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