EWG Elevate Inc. FSIG FIRST TR EXCHANGE-TRADED FD

Ownership history in EWG Elevate Inc.  ·  10 quarters on record

AI Ownership Summary

EWG Elevate Inc. reported FIRST TR EXCHANGE-TRADED FD (FSIG) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 1.46% in 2025 Q1. The latest visible filing shows FSIG at 0.84% 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 FSIG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EWG Elevate 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
2025 Q3

FSIG was reported at 0.84% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.46% 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
2023 Q4 to 2025 Q3

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 EWG Elevate Inc. held FSIG — position size vs. price
% of Fund (quarterly)    FSIG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 32.1% +1.3% 139,204 -65,883 -32.1% 0.84% $2.7M 2025-11-14 (Est.) $18.73
2025 Q2 REDUCED 205,087 -863 -0.4% 1.21% $3.9M 2025-07-15 $18.30
2025 Q1 ADDED 205,950 +11,034 +5.7% 1.46% $3.9M 2025-04-10 $17.90
2024 Q4 ADDED 194,916 +7,957 +4.3% 1.12% $3.7M 2025-01-13 $17.59
2024 Q3 REDUCED 186,959 -225 -0.1% 1.44% $3.6M 2024-10-07 $17.67
2024 Q2 ADDED 187,184 +8,517 +4.8% 1.28% $3.5M 2024-07-16 $17.38
2024 Q1 ADDED 178,667 +9,455 +5.6% 1.28% $3.4M 2024-04-10 $16.92
2023 Q4 ADDED 169,212 +20,790 +14.0% 1.33% $3.2M 2024-01-09 $16.95
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About EWG Elevate Inc. and FSIG

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

How long has EWG Elevate Inc. reported owning FSIG?

EWG Elevate Inc. reported FSIG across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported FSIG position in EWG Elevate Inc.'s portfolio?

The largest reported portfolio weight for FSIG was 1.46% in 2025 Q1.

What is the latest reported FSIG position on this page?

The most recent filing on this page is 2025 Q3, when EWG Elevate Inc. reported 139,204 shares, equal to 0.84% of portfolio, with an estimated market value of $2.7M.

What does the chart on this FSIG ownership page compare?

The chart compares EWG Elevate Inc.'s quarterly FSIG 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 EWG Elevate Inc. time their FSIG position?

Based on 13F filing dates vs. subsequent FSIG price moves, EWG Elevate Inc. correctly timed 6 out of 9 reported position changes (67%). The annualised alpha on FSIG relative to SPY over the holding period was -13.8%.

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