FIXD β€” FIRST TR EXCHNG TRADED FD VI

Ownership history in LexAurum Advisors, LLC  Β·  22 quarters on record

AI Ownership Summary

LexAurum Advisors, LLC reported FIRST TR EXCHNG TRADED FD VI (FIXD) in 22 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 2.31% in 2024 Q3. The latest visible filing shows FIXD at 1.49% 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 FIXD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LexAurum Advisors, LLC's position in FIRST TR EXCHNG TRADED FD VI, 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 Q3

FIXD was reported at 1.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.31% in 2024 Q3

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 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 LexAurum Advisors, LLC held FIXD β€” position size vs. price
% of Fund (quarterly)    FIXD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 236,201 +20,766 +9.6% 1.49% $10.5M 2025-11-14 (Est.) $43.51
2025 Q2 REDUCED 215,435 -11,049 -4.9% 1.49% $9.5M 2025-07-17 $41.94
2025 Q1 REDUCED 226,484 -17,531 -7.2% 1.90% $9.9M 2025-04-14 $41.31
2024 Q4 ADDED 244,015 +12,093 +5.2% 2.08% $10.5M 2025-01-21 $40.72
2024 Q3 ADDED 231,922 +53,536 +30.0% 2.31% $10.5M 2024-10-17 $41.55
2024 Q2 REDUCED 178,386 -22,564 -11.2% 1.87% $7.7M 2024-07-15 $40.46
2024 Q1 ADDED 200,950 +20,434 +11.3% 2.20% $8.8M 2024-04-10 $38.95
2023 Q4 REDUCED 180,516 -2,130 -1.2% 2.11% $8.1M 2024-01-10 $40.03
14 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About LexAurum Advisors, LLC and FIXD

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

How long has LexAurum Advisors, LLC reported owning FIXD?

LexAurum Advisors, LLC reported FIXD across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported FIXD position in LexAurum Advisors, LLC's portfolio?

The largest reported portfolio weight for FIXD was 2.31% in 2024 Q3.

What is the latest reported FIXD position on this page?

The most recent filing on this page is 2025 Q3, when LexAurum Advisors, LLC reported 236,201 shares, equal to 1.49% of portfolio, with an estimated market value of $10.5M.

What does the chart on this FIXD ownership page compare?

The chart compares LexAurum Advisors, LLC's quarterly FIXD 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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