FCEF — FIRST TR EXCHNG TRADED FD VI

Ownership history in SMITH, MOORE & CO.  ·  2 quarters on record

This page tracks every 13F SEC filing in which SMITH, MOORE & CO. reported a position in FIRST TR EXCHNG TRADED FD VI (FCEF). 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
0.05% (2025 Q4)
Avg. % of fund
0.04%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 30,175 +18,250 +153.0% 0.05% $693K $22.57
2025 Q3 INITIATED 11,925 — — 0.02% $273K $22.09
% of Fund (quarterly)    FCEF price (monthly, adj. close)

Other funds also holding FCEF

As of 2025 Q4 — sorted by position size

Boyce & Associates Wealth Consulting, Inc. 3Y 1.17% Capital Investment Advisory Services, LLC 3Y 7Y 0.74% Aurora Private Wealth, Inc. 3Y 0.31% Proactive Wealth Strategies LLC 0.25% INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3Y 0.03% HARBOUR INVESTMENTS, INC. 3Y 0.02% Cambridge Investment Research Advisors, Inc. 3Y 7Y 0.0% LPL Financial LLC 3Y 7Y 0.0% Larson Financial Group LLC 3Y 7Y 0.0% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.0%
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