Ownership history in WealthShield Partners, LLC · 30 quarters on record
This page tracks every 13F SEC filing in which WealthShield Partners, LLC reported a position in FIRST TR EXCHANGE TRADED FD (FTSM). 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 Q3 | UNCHANGED | 3,432 | — | 0% | 0.02% | $206K | $58.91 |
| 2025 Q2 | UNCHANGED | 3,432 | — | 0% | 0.02% | $205K | $58.24 |
| 2025 Q1 | REDUCED | 3,432 | -1,367 | -28.5% | 0.03% | $206K | $57.58 |
| 2024 Q4 | REDUCED | 4,799 | -542 | -10.1% | 0.04% | $287K | $56.89 |
| 2024 Q3 | ADDED | 5,341 | +542 | +11.3% | 0.04% | $321K | $56.32 |
| 2024 Q2 | REDUCED | 4,799 | -670 | -12.3% | 0.04% | $287K | $55.37 |
| 2024 Q1 | UNCHANGED | 5,469 | — | 0% | 0.05% | $327K | $54.71 |
| 2023 Q4 | UNCHANGED | 5,469 | — | 0% | 0.05% | $326K | $54.06 |
| 2023 Q3 | ADDED | 5,469 | +836 | +18.0% | 0.05% | $326K | $53.18 |
| 2023 Q2 | REDUCED | 4,633 | -2,734 | -37.1% | 0.04% | $276K | $52.52 |
As of 2025 Q4 — sorted by position size