SEC 13F Intelligence

Altus Wealth Group LLC / FVD

Altus Wealth Group LLC’s First Tr Exchange-Traded Fd Position

Does Altus Wealth Group LLC own First Tr Exchange-Traded Fd (FVD)? Not currently — the last reported position was 32.9K shares worth $1M in Q3 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$1M
Q3 2022
Shares
32.9K
% of Portfolio
+1.28%
Quarters Held
8
position exited

Position History FVD

Reported value by quarter
Q4 ’20: $1MQ4 ’20Q1 ’21: $2MQ1 ’21Q2 ’21: $1MQ2 ’21Q3 ’21: $1MQ3 ’21Q4 ’21: $1MQ4 ’21Q1 ’22: $1MQ1 ’22Q2 ’22: $1MQ2 ’22Q3 ’22: $1MQ3 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202232.9K$1M+1.28%
Q2 202232.9K$1M+1.28%
Q1 202230.2K$1M+1.05%
Q4 202131.8K$1M+1.13%
Q3 202132.9K$1M+1.28%
Q2 202133.1K$1M+1.29%
Q1 202140.7K$2M+1.61%
Q4 202037.0K$1M+1.24%

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