SEC 13F Intelligence

Forefront Wealth Management Inc. / FDD

Forefront Wealth Management Inc.’s First Tr Exchange-Traded Fd Position

Does Forefront Wealth Management Inc. own First Tr Exchange-Traded Fd (FDD)? Yes155.1K shares worth $3M (+1.95% of its 13F portfolio) as of Q4 2025, down from 156.9K shares the prior filed quarter.

Position Value
$3M
Q4 2025
Shares
155.1K
% of Portfolio
+1.95%
Quarters Held
3
currently held

Position History FDD

Reported value by quarter
Q2 ’25: $2MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $3MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025155.1K$3M+1.95%
Q3 2025156.9K$3M+1.86%
Q2 2025158.0K$2M+1.97%

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