FTLS — FIRST TR EXCH TRADED FD III

Ownership history in WealthPLAN Partners, LLC  ·  28 quarters on record

This page tracks every 13F SEC filing in which WealthPLAN Partners, LLC reported a position in FIRST TR EXCH TRADED FD III (FTLS). 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
3.67% (2019 Q2)
Avg. % of fund
1.62%
First filed
2018 Q3
Last filed
2025 Q4
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 95,879 -7,020 -6.8% 1.02% $6.8M $70.99
2025 Q3 ADDED 102,899 +1,634 +1.6% 1.08% $7.2M $69.74
2025 Q2 REDUCED 101,265 -65,828 -39.4% 1.08% $6.7M $65.92
2025 Q1 ADDED 167,093 +830 +0.5% 1.51% $10.7M $63.51
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FTLS price (monthly, adj. close)

Other funds also holding FTLS

As of 2025 Q4 — sorted by position size

Hobart Private Capital, LLC 3Y 4.25% IMG Wealth Management, Inc. 3.98% EdgeRock Capital LLC 3Y 3.87% Live Oak Investment Partners 3Y 3.81% FOCUS Wealth Advisors, LLC 3Y 3.09% Stegent Equity Advisors, Inc. 3Y 2.84% Proactive Wealth Strategies LLC 2.48% VIAWEALTH, LLC 3Y 2.46% Cornerstone Planning Group LLC 3Y 2.44% LFA - Lugano Financial Advisors SA 3Y 7Y 2.17%
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