SEC 13F Intelligence

Forefront Wealth Management Inc. / FGD

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

Does Forefront Wealth Management Inc. own First Tr Exchange-Traded Fd (FGD)? Not currently — the last reported position was 59.6K shares worth $1M in Q3 2023; the fund’s latest 13F (Q4 2025) no longer reports it.

Position Value
$1M
Q3 2023
Shares
59.6K
% of Portfolio
+1.72%
Quarters Held
3
position exited

Position History FGD

Reported value by quarter
Q1 ’23: $1MQ1 ’23Q2 ’23: $1MQ2 ’23Q3 ’23: $1MQ3 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202359.6K$1M+1.72%
Q2 202364.4K$1M+1.83%
Q1 202365.9K$1M+1.90%

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 FGD.