FYC — FIRST TRUST

Ownership history in Tidemark, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Tidemark, LLC reported a position in FIRST TRUST (FYC). 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
0.16% (2024 Q1)
Avg. % of fund
0.05%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 598 — 0% 0.02% $54K $90.71
2025 Q2 REDUCED 598 -121 -16.8% 0.02% $48K $79.51
2025 Q1 ADDED 719 +1 +0.1% 0.02% $49K $68.74
2024 Q4 ADDED 718 +1 +0.1% 0.02% $56K $77.36
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FYC price (monthly, adj. close)

Other funds also holding FYC

As of 2025 Q4 — sorted by position size

Brueske Advisory Services, LLC 4.3% NEW WAVE WEALTH ADVISORS LLC 3.81% Richmond Investment Services, LLC 2.38% ECLECTIC ASSOCIATES INC /ADV 3Y 2.31% HFG Advisors, Inc. 3Y 1.59% Bedel Financial Consulting, Inc. 3Y 7Y 0.77% Quantum Portfolio Management LLC 0.56% Clear Point Advisors Inc. 0.56% WILLNER & HELLER, LLC 3Y 0.56% Redhawk Wealth Advisors, Inc. 3Y 7Y 0.52%
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