FBDC — FIRST TR EXCHNG TRADED FD VI

Ownership history in SYM FINANCIAL Corp  ·  2 quarters on record

This page tracks every 13F SEC filing in which SYM FINANCIAL Corp reported a position in FIRST TR EXCHNG TRADED FD VI (FBDC). 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
0.02% (2025 Q3)
Avg. % of fund
0.02%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 11,809 — 0% 0.02% $229K $19.03
2025 Q3 INITIATED 11,809 — — 0.02% $233K $18.86
% of Fund (quarterly)    FBDC price (monthly, adj. close)

Other funds also holding FBDC

As of 2025 Q4 — sorted by position size

NBC SECURITIES, INC. 0.03% LPL Financial LLC 3Y 7Y 0.0% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.0% OSAIC HOLDINGS, INC. 3Y 0.0% CWM, LLC 3Y 7Y 0.0% GOLDMAN SACHS GROUP INC 3Y 7Y 0.0% CITADEL ADVISORS LLC 3Y 7Y 0.0% MORGAN STANLEY 3Y 7Y 0.0% SUSQUEHANNA INTERNATIONAL GROUP, LLP 3Y 7Y 0.0% WELLS FARGO & COMPANY/MN 3Y 7Y 0.0%
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