Fairman Group, LLC EIPI FIRST TR EXCHNG TRADED FD VI

Ownership history in Fairman Group, LLC  ·  8 quarters on record

AI Ownership Summary

Fairman Group, LLC reported FIRST TR EXCHNG TRADED FD VI (EIPI) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.3% in 2026 Q1. The latest visible filing shows EIPI at 0.30% 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.

What this EIPI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Fairman Group, LLC's position in FIRST TR EXCHNG TRADED FD VI, 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

EIPI was reported at 0.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.3% 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
2024 Q2 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 Fairman Group, LLC held EIPI — position size vs. price
% of Fund (quarterly)    EIPI 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)
2026 Q1 UNCHANGED 15,709 0% 0.30% $353K 2026-04-23 $22.19
2025 Q4 UNCHANGED 15,709 0% 0.25% $312K 2026-02-13 $21.68
2025 Q3 UNCHANGED 15,709 0% 0.25% $311K 2025-10-31 $18.83
2025 Q2 UNCHANGED 15,709 0% 0.25% $310K 2025-07-28 $18.54
2025 Q1 UNCHANGED 15,709 0% 0.28% $306K 2025-05-07 $17.83
2024 Q4 UNCHANGED 15,709 0% 0.25% $306K 2025-01-29 $17.69
2024 Q3 UNCHANGED 15,709 0% 0.27% $304K 2024-10-22 $16.87
2024 Q2 INITIATED 15,709 0.30% $292K 2024-07-29 $16.10

FAQ About Fairman Group, LLC and EIPI

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

How long has Fairman Group, LLC reported owning EIPI?

Fairman Group, LLC reported EIPI across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported EIPI position in Fairman Group, LLC's portfolio?

The largest reported portfolio weight for EIPI was 0.30% in 2026 Q1.

What is the latest reported EIPI position on this page?

The most recent filing on this page is 2026 Q1, when Fairman Group, LLC reported 15,709 shares, equal to 0.30% of portfolio, with an estimated market value of $353K.

What does the chart on this EIPI ownership page compare?

The chart compares Fairman Group, LLC's quarterly EIPI 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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