Ownership history in Towerpoint Wealth, LLC · 32 quarters on record
This page tracks every 13F SEC filing in which Towerpoint Wealth, LLC reported a position in FIRST TR EXCHANGE TRADED FD (FTSM). 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 | 59,967 | +5,178 | +9.5% | 1.42% | $3.6M | $59.54 |
| 2025 Q3 | ADDED | 54,789 | +739 | +1.4% | 1.34% | $3.3M | $58.91 |
| 2025 Q2 | REDUCED | 54,050 | -122 | -0.2% | 1.43% | $3.2M | $58.24 |
| 2025 Q1 | REDUCED | 54,172 | -8,065 | -13.0% | 1.61% | $3.2M | $57.58 |
| 2024 Q4 | REDUCED | 62,237 | -13,255 | -17.6% | 1.82% | $3.7M | $56.89 |
| 2024 Q3 | ADDED | 75,492 | +329 | +0.4% | 2.14% | $4.5M | $56.32 |
| 2024 Q2 | REDUCED | 75,163 | -18,380 | -19.6% | 2.24% | $4.5M | $55.37 |
| 2024 Q1 | ADDED | 93,543 | +2,037 | +2.2% | 2.80% | $5.6M | $54.71 |
| 2023 Q4 | ADDED | 91,506 | +620 | +0.7% | 2.98% | $5.5M | $54.06 |
| 2023 Q3 | REDUCED | 90,886 | -18,904 | -17.2% | 3.21% | $5.4M | $53.18 |
As of 2025 Q4 — sorted by position size