Ownership history in tru Independence LLC · 9 quarters on record
This page tracks every 13F SEC filing in which tru Independence LLC reported a position in FIRST TR EXCHANGE-TRADED FD (HISF). 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 | 65,472 | +5,449 | +9.1% | 0.75% | $3.0M | $44.87 |
| 2025 Q3 | ADDED | 60,023 | +1,440 | +2.5% | 0.70% | $2.7M | $44.24 |
| 2025 Q2 | ADDED | 58,583 | +3,280 | +5.9% | 0.76% | $2.6M | $43.27 |
| 2025 Q1 | REDUCED | 55,303 | -1,343 | -2.4% | 0.76% | $2.4M | $42.33 |
| 2024 Q4 | ADDED | 56,646 | +4,131 | +7.9% | 0.78% | $2.5M | $41.39 |
| 2024 Q3 | ADDED | 52,515 | +8,433 | +19.1% | 0.70% | $2.4M | $42.50 |
| 2024 Q2 | ADDED | 44,082 | +1,739 | +4.1% | 0.58% | $1.9M | $40.43 |
| 2024 Q1 | ADDED | 42,343 | +42,248 | +44471.6% | 0.55% | $1.9M | $40.38 |
| 2020 Q1 | INITIATED | 95 | — | — | 0.00% | $4K | $32.09 |
As of 2025 Q4 — sorted by position size