FTSL — FIRST TR EXCHANGE-TRADED FD

Ownership history in WMS Group LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which WMS Group LLC reported a position in FIRST TR EXCHANGE-TRADED FD (FTSL). 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
5.31% (2025 Q4)
Avg. % of fund
5.31%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 90,985 — — 5.31% $4.2M $45.40
% of Fund (quarterly)    FTSL price (monthly, adj. close)

Other funds also holding FTSL

As of 2025 Q4 — sorted by position size

TL Private Wealth 3Y 9.48% RiverTree Advisors, LLC 3Y 5.3% New England Private Wealth Advisors LLC 3Y 7Y 4.91% HARBOR ADVISORY CORP /MA/ 3Y 7Y 4.53% Flaharty Asset Management, LLC 3Y 7Y 4.49% Mission Hills Financial Advisory, LLC 3.26% Capital Investment Counsel, LLC 2.86% Blackhawk Capital Partners, LLC 3Y 7Y 2.81% Little Harbor Advisors, LLC 2.68% Aurora Private Wealth, Inc. 3Y 2.57%
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