Dominguez Wealth Management Solutions, Inc. FXH FIRST TR EXCHANGE TRADED FD

Ownership history in Dominguez Wealth Management Solutions, Inc.  ·  14 quarters on record

AI Ownership Summary

Dominguez Wealth Management Solutions, Inc. reported FIRST TR EXCHANGE TRADED FD (FXH) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.24% in 2024 Q1. The latest visible filing shows FXH at 0.18% 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 FXH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Dominguez Wealth Management Solutions, Inc.'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

FXH was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% in 2024 Q1

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.

How Dominguez Wealth Management Solutions, Inc. held FXH — position size vs. price
% of Fund (quarterly)    FXH 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 ADDED 2,679 +4 +0.1% 0.18% $294K 2026-04-27 $113.62
2025 Q4 REDUCED 6.0% -3.4% 2,675 -170 -6.0% 0.19% $305K 2026-01-15 $116.64
2025 Q3 ADDED 2,845 +12 +0.4% 0.20% $312K 2025-10-03 $113.72
2025 Q2 ADDED 2,833 +1 +0.0% 0.20% $294K 2025-07-07 $100.93
2025 Q1 ADDED 2,832 +2 +0.1% 0.21% $293K 2025-05-12 $101.58
2024 Q4 ADDED 2,830 +2 +0.1% 0.22% $295K 2025-01-15 $106.39
2024 Q3 ADDED 2,828 +2 +0.1% 0.23% $316K 2024-10-03 $107.37
2024 Q2 ADDED 2,826 +2 +0.1% 0.22% $295K 2024-07-10 $103.53
2024 Q1 ADDED 2,824 +5 +0.2% 0.24% $309K 2024-04-18 $100.32
2023 Q4 ADDED 2,819 +1 +0.0% 0.24% $292K 2024-01-09 $103.88
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Dominguez Wealth Management Solutions, Inc. and FXH

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

How long has Dominguez Wealth Management Solutions, Inc. reported owning FXH?

Dominguez Wealth Management Solutions, Inc. reported FXH across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FXH position in Dominguez Wealth Management Solutions, Inc.'s portfolio?

The largest reported portfolio weight for FXH was 0.24% in 2024 Q1.

What is the latest reported FXH position on this page?

The most recent filing on this page is 2026 Q1, when Dominguez Wealth Management Solutions, Inc. reported 2,679 shares, equal to 0.18% of portfolio, with an estimated market value of $294K.

What does the chart on this FXH ownership page compare?

The chart compares Dominguez Wealth Management Solutions, Inc.'s quarterly FXH 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 Dominguez Wealth Management Solutions, Inc. time their FXH position?

Based on 13F filing dates vs. subsequent FXH price moves, Dominguez Wealth Management Solutions, Inc. correctly timed 5 out of 12 reported position changes (42%). The annualised alpha on FXH relative to SPY over the holding period was -17.3%.

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