Comprehensive Financial Consultants Institutional, Inc. QCJL — FIRST TR EXCHNG TRADED FD VI

Ownership history in Comprehensive Financial Consultants Institutional, Inc.  ·  1 quarter on record

AI Ownership Summary

Comprehensive Financial Consultants Institutional, Inc. reported FIRST TR EXCHNG TRADED FD VI (QCJL) in 1 quarterly 13F filing from 2026 Q3 through 2026 Q3. Peak portfolio weight reached 0.07% in 2026 Q3. The latest visible filing shows QCJL at 0.07% 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 QCJL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Comprehensive Financial Consultants Institutional, Inc.'s position in FIRST TR EXCHNG TRADED FD VI, 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 Q3

QCJL was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2026 Q3

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

Time in book
Holding Window
2026 Q3 to 2026 Q3

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.

QCJL stock page Comprehensive Financial Consultants Institutional, Inc. fund profile Comprehensive Financial Consultants Institutional, Inc. full holdings
How Comprehensive Financial Consultants Institutional, Inc. held QCJL — position size vs. price
% of Fund (quarterly)    QCJL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 INITIATED — — — 10,470 — — 0.07% $273K 2026-10-15 $26.02

🏢 Other funds also holding QCJL

As of 2026 Q3 — sorted by position size

Seven Hills Financial, LLC 0.26% B. Riley Wealth Advisors, Inc. 3Y 7Y 0.03% Redhawk Wealth Advisors, Inc. 3Y 7Y 0.02% First Heartland Consultants, Inc. 3Y 7Y 0.02% Triumph Capital Management 3Y 0.01% Noble Wealth Management PBC 0.0% Farther Finance Advisors, LLC 3Y 0.0% IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About Comprehensive Financial Consultants Institutional, Inc. and QCJL

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

How long has Comprehensive Financial Consultants Institutional, Inc. reported owning QCJL?

Comprehensive Financial Consultants Institutional, Inc. reported QCJL across 1 quarterly 13F filings, from 2026 Q3 through 2026 Q3.

What was the largest reported QCJL position in Comprehensive Financial Consultants Institutional, Inc.'s portfolio?

The largest reported portfolio weight for QCJL was 0.07% in 2026 Q3.

What is the latest reported QCJL position on this page?

The most recent filing on this page is 2026 Q3, when Comprehensive Financial Consultants Institutional, Inc. reported 10,470 shares, equal to 0.07% of portfolio, with an estimated market value of $273K.

What does the chart on this QCJL ownership page compare?

The chart compares Comprehensive Financial Consultants Institutional, Inc.'s quarterly QCJL 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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