SEC 13F Intelligence

Park Square Financial Group, LLC / FTSM

Park Square Financial Group, LLC’s First Tr Exchange-Traded Fd Position

Does Park Square Financial Group, LLC own First Tr Exchange-Traded Fd (FTSM)? Yes — 17.8K shares worth $1M (+8.10% of its 13F portfolio) as of Q1 2026, down from 19.1K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
17.8K
% of Portfolio
+8.10%
Quarters Held
6
currently held

Position History FTSM

Reported value by quarter
Q4 ’24: $5MQ4 ’24Q1 ’25: $4MQ1 ’25Q2 ’25: $3MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $1MQ4 ’25Q1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202617.8K$1M+8.10%
Q4 202519.1K$1M+6.76%
Q3 202527.9K$2M+7.21%
Q2 202551.0K$3M+2.21%
Q1 202562.2K$4M+2.96%
Q4 202479.5K$5M+3.28%

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