Ownership history in DRIVE WEALTH MANAGEMENT, LLC Β· 12 quarters on record
This page tracks every 13F SEC filing in which DRIVE WEALTH MANAGEMENT, LLC reported a position in FIRST TR EXCHANGE-TRADED FD (FICS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π DRIVE WEALTH MANAGEMENT, LLC underperformed the S&P 500 by β9.3% annually on this FICS position. Timing score: 45% (5/11 decisions correct). Average cost basis: $32.81. Maximum drawdown during holding period: β8.9%.
β Significantly underperformed the S&P 500 by 9.3% ann.
11 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
5 of 11 add/trim decisions correct
Best entry: $28.85 (2023 Q3) Β· Worst: $40.11 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
10 adds Β· 2 trims. Bought during 3 of 4 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.14% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.