Investors Research Corp FTCS — FIRST TR EXCHANGE TRADED FD

Ownership history in Investors Research Corp  ·  25 quarters on record

AI Ownership Summary

Investors Research Corp reported FIRST TR EXCHANGE TRADED FD (FTCS) in 25 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.92% in 2025 Q4. The latest visible filing shows FTCS at 2.92% 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 FTCS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Investors Research Corp'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

FTCS was reported at 2.92% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.92% 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
2023 Q4 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.

FTCS stock page Investors Research Corp fund profile Investors Research Corp full holdings
How Investors Research Corp held FTCS — position size vs. price
% of Fund (quarterly)    FTCS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 172,565 +6,031 +3.6% 2.92% $16.0M 2026-01-06 $94.07
2025 Q3 ADDED — — — 166,534 +7,257 +4.6% 2.89% $15.6M 2025-10-02 $92.65
2025 Q2 ADDED — — — 159,277 +12,188 +8.3% 2.84% $14.5M 2025-07-07 $90.88
2025 Q1 ADDED — — — 147,089 +11,011 +8.1% 2.86% $13.2M 2025-04-08 $80.69
2024 Q4 ADDED — — — 136,078 +7,228 +5.6% 2.63% $12.0M 2025-02-07 $88.44
2024 Q3 ADDED — — — 128,850 +8,928 +7.4% 2.56% $11.7M 2024-11-12 $90.62
2024 Q2 ADDED — — — 119,922 +6,994 +6.2% 2.35% $10.1M 2024-07-31 $85.44
2024 Q1 ADDED — — — 112,928 +3,630 +3.3% 2.26% $9.7M 2024-05-06 $80.70
2023 Q4 ADDED — — — 109,298 +3,830 +3.6% 2.11% $8.7M 2024-01-30 $79.38
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FTCS

As of 2026 Q1 — sorted by position size

Randall & Associates Wealth Management 12.57% tru Independence LLC 3Y 8.5% Morey & Quinn Wealth Partners, LLC 5.29% RiverTree Advisors, LLC 3Y 4.61% Claris Financial LLC 3.12% SILVER OAK SECURITIES, INCORPORATED 3Y 2.8% Wisconsin Wealth Advisors, LLC 2.42% ORBA Wealth Advisors, L.L.C. 2.35% SHELTON WEALTH MANAGEMENT, LLC 3Y 2.23% Walkner Condon Financial Advisors LLC 3Y 2.15%

FAQ About Investors Research Corp and FTCS

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

How long has Investors Research Corp reported owning FTCS?

Investors Research Corp reported FTCS across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported FTCS position in Investors Research Corp's portfolio?

The largest reported portfolio weight for FTCS was 2.92% in 2025 Q4.

What is the latest reported FTCS position on this page?

The most recent filing on this page is 2025 Q4, when Investors Research Corp reported 172,565 shares, equal to 2.92% of portfolio, with an estimated market value of $16.0M.

What does the chart on this FTCS ownership page compare?

The chart compares Investors Research Corp's quarterly FTCS 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.

How well did Investors Research Corp time their FTCS position?

Based on 13F filing dates vs. subsequent FTCS price moves, Investors Research Corp correctly timed 15 out of 23 reported position changes (65%).

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