Ownership history in Trinity Legacy Partners, LLC Β· 20 quarters on record
This page tracks every 13F SEC filing in which Trinity Legacy Partners, LLC reported a position in FIRST TR EXCH TRADED FD III (FPE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Trinity Legacy Partners, LLC underperformed the S&P 500 by β10.3% annually on this FPE position. Timing score: 63% (12/19 decisions correct). Average cost basis: $15.37. Maximum drawdown during holding period: β15.9%.
β Significantly underperformed the S&P 500 by 10.3% ann.
19 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
12 of 19 add/trim decisions correct
Best entry: $13.43 (2023 Q1) Β· Worst: $17.79 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
11 adds Β· 9 trims. Bought during 2 of 5 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 2.36% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size