SEC 13F Intelligence

Howard Wealth Management, LLC / FTSM

Howard Wealth Management, LLC’s First Tr Exchange-Traded Fd Position

Does Howard Wealth Management, LLC own First Tr Exchange-Traded Fd (FTSM)? Not currently — the last reported position was 27.9K shares worth $2M in Q3 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q3 2022
Shares
27.9K
% of Portfolio
+1.17%
Quarters Held
11
position exited

Position History FTSM

Reported value by quarter
Q1 ’20: $3MQ1 ’20Q2 ’20: $3MQ3 ’20: $3MQ3 ’20Q4 ’20: $3MQ1 ’21: $3MQ1 ’21Q2 ’21: $3MQ3 ’21: $3MQ3 ’21Q4 ’21: $2MQ1 ’22: $2MQ1 ’22Q2 ’22: $2MQ3 ’22: $2MQ3 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202227.9K$2M+1.17%
Q2 202232.5K$2M+2.05%
Q1 202237.0K$2M+1.20%
Q4 202139.5K$2M+1.25%
Q3 202142.8K$3M+1.43%
Q2 202147.6K$3M+1.57%
Q1 202148.3K$3M+1.69%
Q4 202050.5K$3M+1.89%
Q3 202052.5K$3M+2.25%
Q2 202052.7K$3M+2.58%
Q1 202054.0K$3M+3.35%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Howard Wealth Management, LLC’s full portfolio or all institutional holders of FTSM.