FV — FIRST TR EXCHANGE TRADED FD

Ownership history in Strid Group, LLC  ·  39 quarters on record

This page tracks every 13F SEC filing in which Strid Group, LLC reported a position in FIRST TR EXCHANGE TRADED FD (FV). 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
18.24% (2020 Q2)
Avg. % of fund
7.36%
First filed
2016 Q1
Last filed
2025 Q4
Quarters held
39
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 224,634 -4,059 -1.8% 1.76% $14.1M $62.92
2025 Q3 ADDED 228,693 +1,789 +0.8% 1.80% $14.2M $61.79
2025 Q2 REDUCED 226,904 -1,288 -0.6% 1.89% $13.4M $59.04
2025 Q1 REDUCED 228,192 -4,066 -1.8% 1.94% $12.5M $54.56
35 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FV price (monthly, adj. close)

Other funds also holding FV

As of 2025 Q4 — sorted by position size

SARD WEALTH MANAGEMENT GROUP, LLC 16.24% Proactive Wealth Strategies LLC 7.82% HFG Advisors, Inc. 3Y 6.54% Madrona Financial Services, LLC 3Y 7Y 5.4% Concentrum Wealth Management 3Y 7Y 3.06% MUIRFIELD WEALTH ADVISORS LLC 2.38% Fusion Capital, LLC 3Y 2.06% COTTONWOOD CAPITAL ADVISORS, LLC 3Y 1.64% SkyOak Wealth, LLC 3Y 1.22% Forty-three Eighteen Advisors, LLC 1.07%
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