FTCB β€” FIRST TR EXCHANGE-TRADED FD

Ownership history in Mach-1 Financial Group, LLC  Β·  3 quarters on record

AI Ownership Summary

Mach-1 Financial Group, LLC reported FIRST TR EXCHANGE-TRADED FD (FTCB) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 3.27% in 2025 Q2. The latest visible filing shows FTCB at 2.36% 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 FTCB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mach-1 Financial Group, 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
2025 Q4

FTCB was reported at 2.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.27% in 2025 Q2

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

Time in book
Holding Window
2025 Q1 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 Mach-1 Financial Group, LLC held FTCB β€” position size vs. price
% of Fund (quarterly)    FTCB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 540,149 +8,371 +1.6% 2.36% $11.5M 2026-02-14 (Est.) $21.25
2025 Q2 ADDED 531,778 +62,175 +13.2% 3.27% $11.2M 2025-08-11 $20.31
2025 Q1 INITIATED 469,603 β€” β€” 2.96% $9.9M 2025-05-14 $19.65

FAQ About Mach-1 Financial Group, LLC and FTCB

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

How long has Mach-1 Financial Group, LLC reported owning FTCB?

Mach-1 Financial Group, LLC reported FTCB across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported FTCB position in Mach-1 Financial Group, LLC's portfolio?

The largest reported portfolio weight for FTCB was 3.27% in 2025 Q2.

What is the latest reported FTCB position on this page?

The most recent filing on this page is 2025 Q4, when Mach-1 Financial Group, LLC reported 540,149 shares, equal to 2.36% of portfolio, with an estimated market value of $11.5M.

What does the chart on this FTCB ownership page compare?

The chart compares Mach-1 Financial Group, LLC's quarterly FTCB 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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