Aptus Capital Advisors, LLC FSCS — FIRST TR EXCHANGE-TRADED FD

Ownership history in Aptus Capital Advisors, LLC  ·  6 quarters on record

AI Ownership Summary

Aptus Capital Advisors, LLC reported FIRST TR EXCHANGE-TRADED FD (FSCS) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. The latest visible filing shows FSCS at 0.00% 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.

What this FSCS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Aptus Capital 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
2026 Q1

FSCS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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.

FSCS stock page Aptus Capital Advisors, LLC fund profile Aptus Capital Advisors, LLC full holdings
How Aptus Capital Advisors, LLC held FSCS — position size vs. price
% of Fund (quarterly)    FSCS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 2,726 +8 +0.3% 0.00% $96K 2026-05-11 $35.73
2025 Q4 ADDED — — — 2,718 +7 +0.3% 0.00% $97K 2026-02-13 $37.27
2025 Q3 ADDED — — — 2,711 +4 +0.1% 0.00% $99K 2025-11-12 $35.51
2025 Q2 UNCHANGED — — — 2,707 — 0% 0.00% $97K 2025-08-11 $35.56
2025 Q1 UNCHANGED — — — 2,707 — 0% 0.00% $94K 2025-05-13 $35.71
2024 Q4 INITIATED — — — 2,707 — — 0.00% $96K 2025-02-14 $35.73

🏢 Other funds also holding FSCS

As of 2026 Q1 — sorted by position size

FSB PREMIER WEALTH MANAGEMENT, INC. 3Y 0.2% MPWM ADVISORY SOLUTIONS, LLC 0.03% PFG Investments, LLC 0.02% INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3Y 0.02% Pinnacle Bancorp, Inc. 3Y 7Y 0.01% Cambridge Investment Research Advisors, Inc. 3Y 7Y 0.01% Equitable Holdings, Inc. 3Y 0.01% LPL Financial LLC 3Y 7Y 0.0% NBC SECURITIES, INC. 0.0% Sanctuary Advisors, LLC 0.0%

FAQ About Aptus Capital Advisors, LLC and FSCS

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

How long has Aptus Capital Advisors, LLC reported owning FSCS?

Aptus Capital Advisors, LLC reported FSCS across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported FSCS position in Aptus Capital Advisors, LLC's portfolio?

The largest reported portfolio weight for FSCS was 0.00% in 2024 Q4.

What is the latest reported FSCS position on this page?

The most recent filing on this page is 2026 Q1, when Aptus Capital Advisors, LLC reported 2,726 shares, equal to 0.00% of portfolio, with an estimated market value of $96K.

What does the chart on this FSCS ownership page compare?

The chart compares Aptus Capital Advisors, LLC's quarterly FSCS 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.

How well did Aptus Capital Advisors, LLC time their FSCS position?

Based on 13F filing dates vs. subsequent FSCS price moves, Aptus Capital Advisors, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on FSCS relative to SPY over the holding period was -15.4%.

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