Ownership history in Spectrum Wealth Advisory Group, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which Spectrum Wealth Advisory Group, LLC reported a position in FIRST TR EXCHANGE-TRADED FD (SDVY). 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 | ADDED | 516,444 | +413,010 | +399.3% | 7.27% | $19.8M | $38.32 |
| 2025 Q3 | ADDED | 103,434 | +1,482 | +1.5% | 1.62% | $3.9M | $37.89 |
| 2025 Q2 | REDUCED | 101,952 | -17,972 | -15.0% | 1.67% | $3.6M | $35.08 |
| 2025 Q1 | ADDED | 119,924 | +94,664 | +374.8% | 1.93% | $4.0M | $33.19 |
As of 2025 Q4 — sorted by position size