SCIO — FIRST TR EXCHANGE-TRADED FD

Ownership history in Wagner Wealth Management, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Wagner Wealth Management, LLC reported a position in FIRST TR EXCHANGE-TRADED FD (SCIO). 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.

Peak position
0.3% (2025 Q4)
Avg. % of fund
0.13%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 67,056 +46,799 +231.0% 0.30% $1.4M $20.61
2025 Q3 ADDED 20,257 +20,000 +7782.1% 0.10% $420K $20.27
2025 Q2 INITIATED 257 — — 0.00% $5K $19.86
% of Fund (quarterly)    SCIO price (monthly, adj. close)

Other funds also holding SCIO

As of 2025 Q4 — sorted by position size

Ferguson Shapiro LLC 3Y 4.98% STRATEGIC PLANNING GROUP, LLC 2.11% Delta Investment Management, LLC 3Y 7Y 0.92% Prosperity Financial Group, Inc. 0.36% Philip James Wealth Mangement, LLC 0.35% Capital Investment Counsel, LLC 0.32% Triton Wealth Management, PLLC 3Y 0.29% BridgePort Financial Solutions, LLC 0.18% Snowden Capital Advisors LLC 3Y 0.11% DAYMARK WEALTH PARTNERS, LLC 3Y 0.08%
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