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.
| 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 |
| 2024 Q2 | REDUCED | 58,222 | -14,941 | -20.4% | 4.67% | $3.0M | $48.27 |
| 2024 Q1 | REDUCED | 73,163 | -7,924 | -9.8% | 5.89% | $3.8M | $48.16 |
| 2023 Q4 | INITIATED | 81,087 | — | — | 6.97% | $4.2M | — |
As of 2025 Q4 — sorted by position size