FTSM — FIRST TR EXCHANGE-TRADED FD

Ownership history in Stablepoint Partners, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Stablepoint Partners, LLC reported a position in FIRST TR EXCHANGE-TRADED FD (FTSM). 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
2.04% (2025 Q4)
Avg. % of fund
1.42%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 218,218 +76,286 +53.7% 2.04% $13.1M $59.54
2025 Q3 REDUCED 141,932 -4,642 -3.2% 1.35% $8.5M $58.91
2025 Q2 ADDED 146,574 +6,866 +4.9% 1.49% $8.8M $58.24
2025 Q1 REDUCED 139,708 -15,690 -10.1% 1.51% $8.4M $57.58
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FTSM price (monthly, adj. close)

Other funds also holding FTSM

As of 2025 Q4 — sorted by position size

BDFS Capital LLC 31.94% FSC Wealth Advisors, LLC 3Y 9.71% Luken Investment Analytics, LLC 3Y 8.88% Mainsail Financial Group, LLC 3Y 7.51% Kaydan Wealth Management, Inc. 3Y 7.21% Sterling Manor Financial, LLC 3Y 6.9% SHELTON WEALTH MANAGEMENT, LLC 3Y 5.51% RiverTree Advisors, LLC 3Y 5.51% Cassia Capital Partners, LLC 3Y 5.12% Csenge Advisory Group 3Y 7Y 5.07%
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