Ownership history in Castleview Partners, LLC Β· 4 quarters on record
This page tracks every 13F SEC filing in which Castleview Partners, LLC reported a position in FIRST TR EXCHNG TRADED FD VI (DOCT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Castleview Partners, LLC underperformed the S&P 500 by β9.0% annually on this DOCT position. Timing score: 33% (1/3 decisions correct). Average cost basis: $38.85. Maximum drawdown during holding period: β0.0%.
β Significantly underperformed the S&P 500 by 9.0% ann.
3 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 3 add/trim decisions correct
Best entry: $38.35 (2025 Q1) Β· Worst: $44.29 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
2 adds Β· 2 trims. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.73% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size