FLN β€” FIRST TR EXCH TRD ALPHDX FD

Ownership history in Equitable Holdings, Inc.  Β·  10 quarters on record

AI Ownership Summary

Equitable Holdings, Inc. reported FIRST TR EXCH TRD ALPHDX FD (FLN) in 10 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows FLN 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FLN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Equitable Holdings, Inc.'s position in FIRST TR EXCH TRD ALPHDX 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
2025 Q4

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

High-water mark
Peak Conviction
0.01% in 2025 Q1

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

Time in book
Holding Window
2024 Q4 to 2025 Q4

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 Equitable Holdings, Inc. held FLN β€” position size vs. price
% of Fund (quarterly)    FLN price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 31,347 -450 -1.4% 0.00% $711K 2026-02-14 (Est.) $26.59
2025 Q3 REDUCED 31,797 -3,900 -10.9% 0.01% $681K 2025-11-14 $22.12
2025 Q2 REDUCED 35,697 -500 -1.4% 0.01% $711K 2025-08-15 $19.66
2025 Q1 REDUCED 36,197 -1,300 -3.5% 0.01% $627K 2025-05-13 $18.54
2024 Q4 ADDED 37,497 +20,200 +116.8% 0.01% $570K 2025-02-12 $16.29
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Equitable Holdings, Inc. and FLN

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

How long has Equitable Holdings, Inc. reported owning FLN?

Equitable Holdings, Inc. reported FLN across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported FLN position in Equitable Holdings, Inc.'s portfolio?

The largest reported portfolio weight for FLN was 0.01% in 2025 Q1.

What is the latest reported FLN position on this page?

The most recent filing on this page is 2025 Q4, when Equitable Holdings, Inc. reported 31,347 shares, equal to 0.00% of portfolio, with an estimated market value of $711K.

What does the chart on this FLN ownership page compare?

The chart compares Equitable Holdings, Inc.'s quarterly FLN 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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