FXH — FIRST TR EXCHANGE TRADED FD

Ownership history in Alliance Wealth Advisors, LLC  ·  21 quarters on record

AI Ownership Summary

Alliance Wealth Advisors, LLC reported FIRST TR EXCHANGE TRADED FD (FXH) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.42% in 2024 Q1. The latest visible filing shows FXH at 0.28% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FXH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Alliance Wealth Advisors, LLC's position in FIRST TR EXCHANGE TRADED FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

FXH was reported at 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.42% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FXH stock page Alliance Wealth Advisors, LLC fund profile Alliance Wealth Advisors, LLC full holdings
How Alliance Wealth Advisors, LLC held FXH — position size vs. price
% of Fund (quarterly)    FXH price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 5,697 — 0% 0.28% $648K 2026-02-14 (Est.) $114.45
2025 Q3 UNCHANGED 5,697 — 0% 0.28% $625K 2025-10-15 $110.46
2025 Q2 REDUCED 5,697 -343 -5.7% 0.30% $591K 2025-07-17 $100.11
2025 Q1 UNCHANGED 6,040 — 0% 0.35% $626K 2025-04-11 $96.22
2024 Q4 UNCHANGED 6,040 — 0% 0.35% $629K 2025-01-28 $109.89
2024 Q3 UNCHANGED 6,040 — 0% 0.39% $676K 2024-10-16 $109.81
2024 Q2 UNCHANGED 6,040 — 0% 0.40% $631K 2024-07-17 $106.77
2024 Q1 UNCHANGED 6,040 — 0% 0.42% $662K 2024-04-16 $101.22
2023 Q4 UNCHANGED 6,040 — 0% 0.41% $625K 2024-01-10 $103.46
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FXH

As of 2026 Q1 — sorted by position size

Financial Advisory Corp 0.29% LAKE STREET PRIVATE WEALTH, LLC 3Y 7Y 0.11% GoalVest Advisory LLC 3Y 0.09% First Heartland Consultants, Inc. 3Y 7Y 0.08% Financial Partners Group, Inc 3Y 7Y 0.04% CX Institutional 3Y 7Y 0.04% Farther Finance Advisors, LLC 0.02% IFP Advisors, Inc 3Y 7Y 0.02% Perigon Wealth Management, LLC 3Y 7Y 0.01% CREATIVE FINANCIAL DESIGNS INC /ADV 3Y 7Y 0.01%

FAQ About Alliance Wealth Advisors, LLC and FXH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Alliance Wealth Advisors, LLC reported owning FXH?

Alliance Wealth Advisors, LLC reported FXH across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported FXH position in Alliance Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for FXH was 0.42% in 2024 Q1.

What is the latest reported FXH position on this page?

The most recent filing on this page is 2025 Q4, when Alliance Wealth Advisors, LLC reported 5,697 shares, equal to 0.28% of portfolio, with an estimated market value of $648K.

What does the chart on this FXH ownership page compare?

The chart compares Alliance Wealth Advisors, LLC's quarterly FXH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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