Crewe Advisors LLC XAUG β€” FIRST TR EXCHNG TRADED FD VI

Ownership history in Crewe Advisors LLC  Β·  3 quarters on record

AI Ownership Summary

Crewe Advisors LLC reported FIRST TR EXCHNG TRADED FD VI (XAUG) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. The latest visible filing shows XAUG 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 XAUG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Crewe Advisors LLC'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 Q2

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

High-water mark
Peak Conviction
0.0% in 2025 Q4

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

Time in book
Holding Window
2025 Q4 to 2026 Q2

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.

How Crewe Advisors LLC held XAUG β€” position size vs. price
% of Fund (quarterly)    XAUG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED β€” β€” β€” 10 β€” 0% 0.00% $391 2026-07-24 $39.22
2026 Q1 UNCHANGED β€” β€” β€” 10 β€” 0% 0.00% $372 2026-05-07 $38.60
2025 Q4 INITIATED β€” β€” β€” 10 β€” β€” 0.00% $375 2026-01-16 $37.61

FAQ About Crewe Advisors LLC and XAUG

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

How long has Crewe Advisors LLC reported owning XAUG?

Crewe Advisors LLC reported XAUG across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported XAUG position in Crewe Advisors LLC's portfolio?

The largest reported portfolio weight for XAUG was 0.00% in 2025 Q4.

What is the latest reported XAUG position on this page?

The most recent filing on this page is 2026 Q2, when Crewe Advisors LLC reported 10 shares, equal to 0.00% of portfolio, with an estimated market value of $391.

What does the chart on this XAUG ownership page compare?

The chart compares Crewe Advisors LLC's quarterly XAUG 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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