FTSM — FIRST TR EXCHANGE TRADED FD

Ownership history in Weaver Consulting Group  ·  12 quarters on record

This page tracks every 13F SEC filing in which Weaver Consulting Group 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.

Peak position
0.15% (2024 Q3)
Avg. % of fund
0.06%
First filed
2019 Q1
Last filed
2025 Q3
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 8,032 — 0% 0.12% $481K $58.91
2025 Q2 UNCHANGED 8,032 — 0% 0.13% $481K $58.24
2025 Q1 UNCHANGED 8,032 — 0% 0.14% $481K $57.58
2024 Q4 UNCHANGED 8,032 — 0% 0.15% $480K $56.89
2024 Q3 ADDED 8,032 +7,792 +3246.7% 0.15% $481K $56.32
2020 Q3 UNCHANGED 240 — 0% 0.01% $14K $50.81
2020 Q2 UNCHANGED 240 — 0% 0.01% $14K $50.69
2020 Q1 UNCHANGED 240 — 0% 0.01% $14K $49.70
2019 Q4 UNCHANGED 240 — 0% 0.01% $14K $50.35
2019 Q3 UNCHANGED 240 — 0% 0.01% $14K $50.07
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FTSM price (monthly, adj. close)

Other funds also holding FTSM

As of 2025 Q4 — sorted by position size

BDFS Capital LLC 31.94% FSC Wealth Advisors, LLC 3Y 9.71% Luken Investment Analytics, LLC 3Y 8.88% Mainsail Financial Group, LLC 3Y 7.51% Kaydan Wealth Management, Inc. 3Y 7.21% Sterling Manor Financial, LLC 3Y 6.9% SHELTON WEALTH MANAGEMENT, LLC 3Y 5.51% RiverTree Advisors, LLC 3Y 5.51% Cassia Capital Partners, LLC 3Y 5.12% Csenge Advisory Group 3Y 7Y 5.07%
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