DHJJ Financial Advisors, Ltd. FBT — FIRST TR EXCHANGE-TRADED FD

Ownership history in DHJJ Financial Advisors, Ltd.  ·  11 quarters on record

AI Ownership Summary

DHJJ Financial Advisors, Ltd. reported FIRST TR EXCHANGE-TRADED FD (FBT) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.02% in 2023 Q4. The latest visible filing shows FBT at 0.02% 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 FBT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DHJJ Financial Advisors, Ltd.'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

FBT was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2023 Q4

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 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.

FBT stock page DHJJ Financial Advisors, Ltd. fund profile DHJJ Financial Advisors, Ltd. full holdings
How DHJJ Financial Advisors, Ltd. held FBT — position size vs. price
% of Fund (quarterly)    FBT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 295 — 0% 0.02% $59K 2026-04-09 $204.77
2025 Q4 REDUCED — — — 295 -4 -1.3% 0.02% $61K 2026-01-23 $219.27
2025 Q3 ADDED — — — 299 +10 +3.5% 0.02% $54K 2025-10-20 $189.40
2025 Q2 UNCHANGED — — — 289 — 0% 0.02% $47K 2025-07-21 $159.46
2025 Q1 UNCHANGED — — — 289 — 0% 0.02% $49K 2025-04-18 $152.24
2024 Q4 UNCHANGED — — — 289 — 0% 0.02% $48K 2025-01-30 $181.84
2024 Q3 UNCHANGED — — — 289 — 0% 0.02% $50K 2024-10-22 $169.84
2024 Q2 UNCHANGED — — — 289 — 0% 0.02% $45K 2024-07-12 $159.38
2024 Q1 UNCHANGED — — — 289 — 0% 0.02% $44K 2024-04-11 $149.47
2023 Q4 UNCHANGED — — — 289 — 0% 0.02% $46K 2024-01-30 $150.42
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FBT

As of 2026 Q1 — sorted by position size

360 Financial, Inc. 3Y 4.73% SFI Advisors, LLC 3Y 2.97% Nilsine Partners, LLC 1.52% Holistic Financial Partners 3Y 7Y 1.43% Hartford Financial Management Inc. 3Y 7Y 1.43% Pacific Excel Wealth Advisors, Inc. 1.36% Berger Financial Group, Inc 3Y 1.17% Forty-three Eighteen Advisors, LLC 0.95% Davis Investment Partners, LLC 3Y 0.82% Arlington Financial Advisors, LLC 3Y 7Y 0.78%

FAQ About DHJJ Financial Advisors, Ltd. and FBT

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

How long has DHJJ Financial Advisors, Ltd. reported owning FBT?

DHJJ Financial Advisors, Ltd. reported FBT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FBT position in DHJJ Financial Advisors, Ltd.'s portfolio?

The largest reported portfolio weight for FBT was 0.02% in 2023 Q4.

What is the latest reported FBT position on this page?

The most recent filing on this page is 2026 Q1, when DHJJ Financial Advisors, Ltd. reported 295 shares, equal to 0.02% of portfolio, with an estimated market value of $59K.

What does the chart on this FBT ownership page compare?

The chart compares DHJJ Financial Advisors, Ltd.'s quarterly FBT 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 DHJJ Financial Advisors, Ltd. time their FBT position?

Based on 13F filing dates vs. subsequent FBT price moves, DHJJ Financial Advisors, Ltd. correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on FBT relative to SPY over the holding period was -5.6%.

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