Ownership history in Towerpoint Wealth, LLC · 29 quarters on record
This page tracks every 13F SEC filing in which Towerpoint Wealth, LLC reported a position in FIRST TR EXCH TRD ALPHA FD I (FDT). 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 | ADDED | 31,571 | +290 | +0.9% | 0.99% | $2.5M | $79.45 |
| 2025 Q3 | ADDED | 31,281 | +2,230 | +7.7% | 0.96% | $2.4M | $74.33 |
| 2025 Q2 | ADDED | 29,051 | +995 | +3.5% | 0.89% | $2.0M | $67.44 |
| 2025 Q1 | ADDED | 28,056 | +327 | +1.2% | 0.81% | $1.6M | $56.32 |
| 2024 Q4 | ADDED | 27,729 | +1,449 | +5.5% | 0.73% | $1.5M | $52.19 |
| 2024 Q3 | REDUCED | 26,280 | -401 | -1.5% | 0.72% | $1.5M | $54.88 |
| 2024 Q2 | REDUCED | 26,681 | -284 | -1.1% | 0.73% | $1.5M | $52.17 |
| 2024 Q1 | ADDED | 26,965 | +693 | +2.6% | 0.76% | $1.5M | $52.33 |
| 2023 Q4 | REDUCED | 26,272 | -369 | -1.4% | 0.75% | $1.4M | $48.79 |
| 2023 Q3 | REDUCED | 26,641 | -650 | -2.4% | 0.79% | $1.3M | $45.86 |
As of 2025 Q4 — sorted by position size