Smartleaf Asset Management »

First Fndtn shares owned by Smartleaf Asset Management

Quarter-by-quarter ownership of First Fndtn (FFWM) shares owned by Smartleaf Asset Management from 13F filings

Historical chart of Smartleaf Asset Management investment in First Fndtn

Tip: Access up to 7 years of quarterly data

All positions including First Fndtn held by Smartleaf Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Fndtn by Smartleaf Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $12k 2.0k 6.04
2025-09-30 $16k 2.9k 5.61
2025-06-30 $9.1k 1.7k 5.25
2025-03-31 $8.1k 1.6k 4.95
2024-12-31 $9.8k 1.6k 5.98
2024-09-30 $5.1k 839 6.08

More positions owned by Smartleaf Asset Management

Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Msci Eafe (IEFA)
Amazon (AMZN)
Vanguard World Mega Cap Val Etf (MGV)

View all positions for Smartleaf Asset Management

Top funds holding First Fndtn

Canyon Capital Advisors
North Reef Capital Management
Strategic Value Bank Partners
BlackRock
Vanguard Group
Fortress Investment Group
FMR
Sandler O'Neill Asset Management
State Street Corporation
Dimensional Fund Advisors
Geode Capital Management
Hotchkis and Wiley Capital Management
Ameriprise Financial
Invenomic Capital Management
Abc Arbitrage Sa

View all funds holding First Fndtn