Ownership history in Strategic Equity Management · 6 quarters on record
This page tracks every 13F SEC filing in which Strategic Equity Management reported a position in FIRST TR EXCH TRADED FD III (RFDI). 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 | REDUCED | 2,920 | -178 | -5.7% | 0.08% | $235K | $80.51 |
| 2025 Q3 | UNCHANGED | 3,098 | — | 0% | 0.09% | $238K | $75.77 |
| 2025 Q2 | UNCHANGED | 3,098 | — | 0% | 0.08% | $226K | $71.66 |
| 2025 Q1 | REDUCED | 3,098 | -10,110 | -76.5% | 0.09% | $206K | $64.34 |
| 2024 Q3 | ADDED | 13,208 | +7,975 | +152.4% | 0.42% | $890K | $63.73 |
| 2024 Q2 | INITIATED | 5,233 | — | — | 0.22% | $333K | — |
As of 2025 Q4 — sorted by position size