FICS — FIRST TRUST

Ownership history in IFG Advisory, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which IFG Advisory, LLC reported a position in FIRST TRUST (FICS). 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
0.03% (2023 Q4)
Avg. % of fund
0.02%
First filed
2023 Q3
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 6,719 -615 -8.4% 0.01% $256K $38.11
2025 Q2 ADDED 7,334 +61 +0.8% 0.01% $289K $39.23
2025 Q1 REDUCED 7,273 -393 -5.1% 0.01% $266K $36.08
2024 Q4 REDUCED 7,666 -1,930 -20.1% 0.01% $260K $33.30
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FICS price (monthly, adj. close)

Other funds also holding FICS

As of 2025 Q4 — sorted by position size

Chris Bulman Inc 3.23% Key FInancial Inc 3Y 1.81% Midwest Financial Group LLC 1.15% Centennial Wealth Advisory LLC 3Y 1.05% NORTHBRIDGE FINANCIAL GROUP, LLC 0.61% DHJJ Financial Advisors, Ltd. 3Y 0.29% COLUMBIA ADVISORY PARTNERS LLC 3Y 0.18% VestGen Advisors, LLC 0.15% DRIVE WEALTH MANAGEMENT, LLC 3Y 0.14% Coppell Advisory Solutions LLC 3Y 0.13%
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