FCAL β€” FIRST TR EXCH TRADED FD III

Ownership history in Ignite Planners, LLC  Β·  7 quarters on record

AI Ownership Summary

Ignite Planners, LLC reported FIRST TR EXCH TRADED FD III (FCAL) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.5% in 2024 Q4. The latest visible filing shows FCAL at 0.46% 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 FCAL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ignite Planners, LLC's position in FIRST TR EXCH TRADED FD III, 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

FCAL was reported at 0.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.5% 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 Q2 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 Ignite Planners, LLC held FCAL β€” position size vs. price
% of Fund (quarterly)    FCAL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 60,382 +7,461 +14.1% 0.46% $3.0M 2026-02-14 (Est.) $49.69
2025 Q3 ADDED 52,921 +6,785 +14.7% 0.42% $2.6M 2025-10-08 $48.13
2025 Q2 UNCHANGED 46,136 β€” 0% 0.38% $2.2M 2025-07-23 $46.39
2025 Q1 UNCHANGED 46,136 β€” 0% 0.44% $2.2M 2025-05-06 $46.69
2024 Q4 ADDED 46,136 +14,833 +47.4% 0.50% $2.3M 2025-01-14 $46.87
2024 Q3 ADDED 31,303 +332 +1.1% 0.36% $1.6M 2024-10-07 $47.70
2024 Q2 INITIATED 30,971 β€” β€” 0.37% $1.5M 2024-07-12 $47.01

FAQ About Ignite Planners, LLC and FCAL

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

How long has Ignite Planners, LLC reported owning FCAL?

Ignite Planners, LLC reported FCAL across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported FCAL position in Ignite Planners, LLC's portfolio?

The largest reported portfolio weight for FCAL was 0.50% in 2024 Q4.

What is the latest reported FCAL position on this page?

The most recent filing on this page is 2025 Q4, when Ignite Planners, LLC reported 60,382 shares, equal to 0.46% of portfolio, with an estimated market value of $3.0M.

What does the chart on this FCAL ownership page compare?

The chart compares Ignite Planners, LLC's quarterly FCAL 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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