FDM β€” FIRST TR EXCHANGE-TRADED FD

Ownership history in Urban Financial Advisory Corp  Β·  2 quarters on record

AI Ownership Summary

Urban Financial Advisory Corp reported FIRST TR EXCHANGE-TRADED FD (FDM) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 0.41% in 2025 Q3. The latest visible filing shows FDM at 0.39% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FDM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Urban Financial Advisory Corp's position in FIRST TR EXCHANGE-TRADED FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

FDM was reported at 0.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.41% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Urban Financial Advisory Corp held FDM β€” position size vs. price
% of Fund (quarterly)    FDM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 12,320 +663 +5.7% 0.39% $981K 2026-02-14 (Est.) $85.90
2025 Q3 INITIATED 11,657 β€” β€” 0.41% $883K 2025-11-21 $75.01

FAQ About Urban Financial Advisory Corp and FDM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Urban Financial Advisory Corp reported owning FDM?

Urban Financial Advisory Corp reported FDM across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported FDM position in Urban Financial Advisory Corp's portfolio?

The largest reported portfolio weight for FDM was 0.41% in 2025 Q3.

What is the latest reported FDM position on this page?

The most recent filing on this page is 2025 Q4, when Urban Financial Advisory Corp reported 12,320 shares, equal to 0.39% of portfolio, with an estimated market value of $981K.

What does the chart on this FDM ownership page compare?

The chart compares Urban Financial Advisory Corp's quarterly FDM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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