DRIVE WEALTH MANAGEMENT, LLC FICS FIRST TR EXCHANGE-TRADED FD

Ownership history in DRIVE WEALTH MANAGEMENT, LLC  ·  13 quarters on record

AI Ownership Summary

DRIVE WEALTH MANAGEMENT, LLC reported FIRST TR EXCHANGE-TRADED FD (FICS) in 13 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.17% in 2026 Q1. The latest visible filing shows FICS at 0.17% 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 FICS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DRIVE WEALTH MANAGEMENT, LLC'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

FICS was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2026 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 DRIVE WEALTH MANAGEMENT, LLC held FICS — position size vs. price
% of Fund (quarterly)    FICS 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 20,531 +2,617 +14.6% 0.17% $801K 2026-04-14 $41.20
2025 Q4 ADDED 17,914 +2,204 +14.0% 0.14% $719K 2026-02-04 $40.86
2025 Q3 ADDED 15,710 +1,086 +7.4% 0.13% $599K 2025-10-31 $38.07
2025 Q2 ADDED 14,624 +341 +2.4% 0.13% $576K 2025-07-30 $38.08
2025 Q1 REDUCED 6.3% +8.7% 14,283 -954 -6.3% 0.12% $523K 2025-05-07 $38.04
2024 Q4 REDUCED 15,237 -20 -0.1% 0.13% $517K 2025-01-22 $33.98
2024 Q3 ADDED 15,257 +96 +0.6% 0.15% $572K 2024-11-07 $34.97
2024 Q2 ADDED 15,161 +1,480 +10.8% 0.14% $519K 2024-08-01 $33.41
2024 Q1 ADDED 13,681 +2,756 +25.2% 0.13% $479K 2024-04-22 $32.12
2023 Q4 ADDED 10,925 +794 +7.8% 0.12% $369K 2024-01-22 $32.13
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About DRIVE WEALTH MANAGEMENT, LLC and FICS

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

How long has DRIVE WEALTH MANAGEMENT, LLC reported owning FICS?

DRIVE WEALTH MANAGEMENT, LLC reported FICS across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FICS position in DRIVE WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for FICS was 0.17% in 2026 Q1.

What is the latest reported FICS position on this page?

The most recent filing on this page is 2026 Q1, when DRIVE WEALTH MANAGEMENT, LLC reported 20,531 shares, equal to 0.17% of portfolio, with an estimated market value of $801K.

What does the chart on this FICS ownership page compare?

The chart compares DRIVE WEALTH MANAGEMENT, LLC's quarterly FICS 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 DRIVE WEALTH MANAGEMENT, LLC time their FICS position?

Based on 13F filing dates vs. subsequent FICS price moves, DRIVE WEALTH MANAGEMENT, LLC correctly timed 6 out of 12 reported position changes (50%). The annualised alpha on FICS relative to SPY over the holding period was -8.4%.

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