SEC 13F Intelligence

L.m. Kohn & Company / FTSM

L.m. Kohn & Company’s First Tr Exchange-Traded Fd Position

Does L.m. Kohn & Company own First Tr Exchange-Traded Fd (FTSM)? Yes — 18.7K shares worth $1M (+1.35% of its 13F portfolio) as of Q3 2025, down from 20.4K shares the prior filed quarter.

Position Value
$1M
Q3 2025
Shares
18.7K
% of Portfolio
+1.35%
Quarters Held
7
currently held

Position History FTSM

Reported value by quarter
Q1 ’24: $1MQ1 ’24Q2 ’24: $1MQ2 ’24Q3 ’24: $2MQ3 ’24Q4 ’24: $1MQ4 ’24Q1 ’25: $1MQ1 ’25Q2 ’25: $1MQ2 ’25Q3 ’25: $1MQ3 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202518.7K$1M+1.35%
Q2 202520.4K$1M+0.33%
Q1 202523.3K$1M+0.36%
Q4 202422.8K$1M+0.35%
Q3 202425.3K$2M+0.38%
Q2 202423.0K$1M+0.37%
Q1 202420.3K$1M+0.34%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See L.m. Kohn & Company’s full portfolio or all institutional holders of FTSM.