FMB — FIRST TRUST

Ownership history in Wiser Advisor Group LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Wiser Advisor Group LLC reported a position in FIRST TRUST (FMB). 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
6.97% (2023 Q4)
Avg. % of fund
4.21%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 290 -42,896 -99.3% 0.02% $15K $49.97
2025 Q1 REDUCED 43,186 -14,072 -24.6% 3.22% $2.2M $48.84
2024 Q4 REDUCED 57,258 -658 -1.1% 4.25% $2.9M $49.00
2024 Q3 REDUCED 57,916 -306 -0.5% 4.49% $3.0M $49.51
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FMB price (monthly, adj. close)

Other funds also holding FMB

As of 2025 Q4 — sorted by position size

TrueWealth Financial Partners 3Y 10.5% TRUE BLUE FINANCIAL, LLC 10.47% Frisch Financial Group, Inc. 3Y 7Y 3.4% BCGM Wealth Management, LLC 3Y 1.59% ERn Financial, LLC 3Y 7Y 1.53% Blackhawk Capital Partners, LLC 3Y 7Y 1.43% FSB PREMIER WEALTH MANAGEMENT, INC. 3Y 1.36% Etesian Wealth Advisors, Inc. 1.34% RMR Wealth Builders 3Y 1.29% Avantax Planning Partners, Inc. 3Y 7Y 1.22%
← Back to Wiser Advisor Group LLC Holdings