Ownership history in Spire Wealth Management · 11 quarters on record
This page tracks every 13F SEC filing in which Spire Wealth Management reported a position in FIRST TR EXCHANGE TRADED FD (EMLP). 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 Q3 | REDUCED | 328 | -4,276 | -92.9% | 0.00% | $13K | $38.00 |
| 2023 Q3 | REDUCED | 4,604 | -146 | -3.1% | 0.00% | $122K | $24.48 |
| 2023 Q2 | ADDED | 4,750 | +54 | +1.1% | 0.00% | $128K | $24.76 |
| 2023 Q1 | ADDED | 4,696 | +188 | +4.2% | 0.00% | $125K | $24.16 |
| 2022 Q4 | ADDED | 4,508 | +48 | +1.1% | 0.01% | $120K | $23.96 |
| 2022 Q3 | REDUCED | 4,460 | -752 | -14.4% | 0.01% | $111K | $22.16 |
| 2022 Q2 | REDUCED | 5,212 | -10,543 | -66.9% | 0.01% | $134K | $22.71 |
| 2022 Q1 | REDUCED | 15,755 | -39,429 | -71.5% | 0.01% | $451K | $24.24 |
| 2021 Q4 | ADDED | 55,184 | +7,099 | +14.8% | 0.03% | $1.4M | $21.70 |
| 2021 Q3 | REDUCED | 48,085 | -5,791 | -10.7% | 0.03% | $1.1M | $20.42 |
As of 2025 Q4 — sorted by position size