FTSL β€” FIRST TR EXCHANGE-TRADED FD

Ownership history in HARBOR ADVISORY CORP /MA/  Β·  6 quarters on record

AI Ownership Summary

HARBOR ADVISORY CORP /MA/ reported FIRST TR EXCHANGE-TRADED FD (FTSL) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 4.53% in 2025 Q4. The latest visible filing shows FTSL at 4.53% 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 FTSL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HARBOR ADVISORY CORP /MA/'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 Q4

FTSL was reported at 4.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.53% in 2025 Q4

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

Time in book
Holding Window
2024 Q3 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 HARBOR ADVISORY CORP /MA/ held FTSL β€” position size vs. price
% of Fund (quarterly)    FTSL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 326,213 +17,250 +5.6% 4.53% $15.0M 2026-02-14 (Est.) $44.82
2025 Q3 ADDED 308,963 +8,793 +2.9% 4.19% $14.2M 2025-11-12 $44.79
2025 Q2 ADDED 300,170 +172,096 +134.4% 4.39% $13.8M 2025-08-12 $44.09
2025 Q1 ADDED 128,074 +11,889 +10.2% 1.96% $5.8M 2025-05-13 $43.31
2024 Q4 ADDED 116,185 +109,885 +1744.2% 1.76% $5.4M 2025-01-29 $42.89
2024 Q3 INITIATED 6,300 β€” β€” 0.09% $289K 2024-10-21 $41.81

FAQ About HARBOR ADVISORY CORP /MA/ and FTSL

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

How long has HARBOR ADVISORY CORP /MA/ reported owning FTSL?

HARBOR ADVISORY CORP /MA/ reported FTSL across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported FTSL position in HARBOR ADVISORY CORP /MA/'s portfolio?

The largest reported portfolio weight for FTSL was 4.53% in 2025 Q4.

What is the latest reported FTSL position on this page?

The most recent filing on this page is 2025 Q4, when HARBOR ADVISORY CORP /MA/ reported 326,213 shares, equal to 4.53% of portfolio, with an estimated market value of $15.0M.

What does the chart on this FTSL ownership page compare?

The chart compares HARBOR ADVISORY CORP /MA/'s quarterly FTSL 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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