QCOC — FIRST TR EXCHNG TRADED FD VI

Ownership history in Falcon Wealth Planning  ·  1 quarter on record

This page tracks every 13F SEC filing in which Falcon Wealth Planning reported a position in FIRST TR EXCHNG TRADED FD VI (QCOC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.07% (2025 Q4)
Avg. % of fund
0.07%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 37,840 — — 0.07% $849K $22.45
% of Fund (quarterly)    QCOC price (monthly, adj. close)

Other funds also holding QCOC

As of 2025 Q4 — sorted by position size

Prosperity Financial Group, Inc. 2.3% Sequent Planning LLC 2.01% WEALTHGARDEN F.S. LLC 0.26% Maia Wealth LLC 0.25% Integrity Financial Corp /WA 3Y 0.15% Comprehensive Financial Consultants Institutional, Inc. 3Y 0.12% SILVER OAK SECURITIES, INCORPORATED 3Y 0.11% Ignite Planners, LLC 3Y 0.1% OGOREK ANTHONY JOSEPH /NY/ /ADV 3Y 7Y 0.08% Diligent Investors, LLC 3Y 7Y 0.07%
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