FTCB β€” FIRST TR EXCHANGE-TRADED FD

Ownership history in HBW ADVISORY SERVICES LLC  Β·  6 quarters on record

AI Ownership Summary

HBW ADVISORY SERVICES LLC reported FIRST TR EXCHANGE-TRADED FD (FTCB) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 1.09% in 2025 Q4. The latest visible filing shows FTCB at 1.09% 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 FTCB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HBW ADVISORY SERVICES LLC'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

FTCB was reported at 1.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.09% 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 HBW ADVISORY SERVICES LLC held FTCB β€” position size vs. price
% of Fund (quarterly)    FTCB 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 473,609 +112,795 +31.3% 1.09% $10.1M 2026-02-14 (Est.) $21.25
2025 Q3 ADDED 360,814 +32,285 +9.8% 0.87% $7.7M 2025-10-16 $20.97
2025 Q2 ADDED 328,529 +23,527 +7.7% 0.85% $6.9M 2025-07-02 $20.18
2025 Q1 ADDED 305,002 +80,522 +35.9% 0.91% $6.4M 2025-04-09 $19.76
2024 Q4 ADDED 224,480 +15,718 +7.5% 0.48% $4.6M 2025-01-10 $19.18
2024 Q3 INITIATED 208,762 β€” β€” 0.66% $4.5M 2024-10-04 $19.79

FAQ About HBW ADVISORY SERVICES LLC and FTCB

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

How long has HBW ADVISORY SERVICES LLC reported owning FTCB?

HBW ADVISORY SERVICES LLC reported FTCB across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported FTCB position in HBW ADVISORY SERVICES LLC's portfolio?

The largest reported portfolio weight for FTCB was 1.09% in 2025 Q4.

What is the latest reported FTCB position on this page?

The most recent filing on this page is 2025 Q4, when HBW ADVISORY SERVICES LLC reported 473,609 shares, equal to 1.09% of portfolio, with an estimated market value of $10.1M.

What does the chart on this FTCB ownership page compare?

The chart compares HBW ADVISORY SERVICES LLC's quarterly FTCB 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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