Ownership history in Wealth Management Partners, LLC · 21 quarters on record
This page tracks every 13F SEC filing in which Wealth Management Partners, LLC reported a position in FIRST TR EXCHANGE-TRADED FD (FDN). 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 | REDUCED | 32,905 | -520 | -1.6% | 2.53% | $8.9M | $269.18 |
| 2025 Q3 | ADDED | 33,425 | +38 | +0.1% | 2.97% | $9.4M | $279.84 |
| 2025 Q2 | ADDED | 33,387 | +67 | +0.2% | 3.18% | $9.0M | $269.33 |
| 2025 Q1 | REDUCED | 33,320 | -18 | -0.1% | 3.43% | $7.4M | $222.15 |
As of 2025 Q4 — sorted by position size