HBW ADVISORY SERVICES LLC FXH — FIRST TR EXCHANGE TRADED FD

Ownership history in HBW ADVISORY SERVICES LLC  ·  3 quarters on record

AI Ownership Summary

HBW ADVISORY SERVICES LLC reported FIRST TR EXCHANGE TRADED FD (FXH) in 3 quarterly 13F filings from 2024 Q4 through 2026 Q3. Peak portfolio weight reached 0.02% in 2024 Q4. The latest visible filing shows FXH at 0.02% 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 FXH 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
2026 Q3

FXH was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 to 2026 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 HBW ADVISORY SERVICES LLC held FXH — position size vs. price
% of Fund (quarterly)    FXH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 1,719 -513 -23.0% 0.02% $225K 2026-10-15 $131.60
2024 Q4 REDUCED 72.3% -0.5% ✅ 2,232 -5,825 -72.3% 0.02% $232K 2025-01-10 $104.55
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About HBW ADVISORY SERVICES LLC and FXH

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 FXH?

HBW ADVISORY SERVICES LLC reported FXH across 2 quarterly 13F filings, from 2024 Q4 through 2026 Q3.

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

The largest reported portfolio weight for FXH was 0.02% in 2024 Q4.

What is the latest reported FXH position on this page?

The most recent filing on this page is 2026 Q3, when HBW ADVISORY SERVICES LLC reported 1,719 shares, equal to 0.02% of portfolio, with an estimated market value of $225K.

What does the chart on this FXH ownership page compare?

The chart compares HBW ADVISORY SERVICES LLC's quarterly FXH 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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