Maxwell Wealth Strategies Inc. FXG — FIRST TR EXCHANGE TRADED FD

Ownership history in Maxwell Wealth Strategies Inc.  ·  5 quarters on record

AI Ownership Summary

Maxwell Wealth Strategies Inc. reported FIRST TR EXCHANGE TRADED FD (FXG) in 5 quarterly 13F filings from 2023 Q4 through 2024 Q4. Peak portfolio weight reached 2.12% in 2024 Q1. The latest visible filing shows FXG at 0.86% 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 FXG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Maxwell Wealth Strategies Inc.'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
2024 Q4

FXG was reported at 0.86% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.12% in 2024 Q1

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 2024 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.

FXG stock page Maxwell Wealth Strategies Inc. fund profile Maxwell Wealth Strategies Inc. full holdings
How Maxwell Wealth Strategies Inc. held FXG — position size vs. price
% of Fund (quarterly)    FXG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 REDUCED — — — 32,977 -383 -1.1% 0.86% $2.1M 2025-02-14 (Est.) $62.63
2024 Q3 REDUCED 48.3% -6.3% ✅ 33,360 -31,116 -48.3% 0.96% $2.3M 2024-11-06 $65.54
2024 Q2 ADDED — — — 64,476 +368 +0.6% 2.04% $4.2M 2024-08-12 $62.75
2024 Q1 ADDED — — — 64,108 +22,396 +53.7% 2.12% $4.2M 2024-05-31 $63.64
2023 Q4 INITIATED — — — 41,712 — — 1.72% $2.6M 2024-02-13 $59.36

🏢 Other funds also holding FXG

As of 2026 Q1 — sorted by position size

Milestones Private Investment Advisors LLC 3.26% Schrum Private Wealth Management LLC 3Y 0.73% Worthington Financial Partners, LLC 0.53% PACIFIC SUN FINANCIAL CORP 3Y 7Y 0.32% Risk Paradigm Group, LLC 3Y 7Y 0.28% Nova Wealth Management, Inc. 0.22% Trueblood Wealth Management, LLC 0.21% Proactive Wealth Strategies LLC 0.21% NAVELLIER & ASSOCIATES INC 3Y 7Y 0.14% Madden Advisory Services, Inc. 3Y 7Y 0.11%

FAQ About Maxwell Wealth Strategies Inc. and FXG

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

How long has Maxwell Wealth Strategies Inc. reported owning FXG?

Maxwell Wealth Strategies Inc. reported FXG across 5 quarterly 13F filings, from 2023 Q4 through 2024 Q4.

What was the largest reported FXG position in Maxwell Wealth Strategies Inc.'s portfolio?

The largest reported portfolio weight for FXG was 2.12% in 2024 Q1.

What is the latest reported FXG position on this page?

The most recent filing on this page is 2024 Q4, when Maxwell Wealth Strategies Inc. reported 32,977 shares, equal to 0.86% of portfolio, with an estimated market value of $2.1M.

What does the chart on this FXG ownership page compare?

The chart compares Maxwell Wealth Strategies Inc.'s quarterly FXG 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 Maxwell Wealth Strategies Inc. time their FXG position?

Based on 13F filing dates vs. subsequent FXG price moves, Maxwell Wealth Strategies Inc. correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on FXG relative to SPY over the holding period was -15.5%.

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