Ownership history in McCarthy & Cox · 7 quarters on record
This page tracks every 13F SEC filing in which McCarthy & Cox reported a position in FIRST TR EXCHNG TRADED FD VI (FJAN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 16,977 | +1,072 | +6.7% | 0.19% | $851K | $50.15 |
| 2025 Q2 | REDUCED | 15,905 | -808 | -4.8% | 0.20% | $756K | $47.55 |
| 2025 Q1 | REDUCED | 16,713 | -116,203 | -87.4% | 0.32% | $741K | $44.35 |
| 2024 Q4 | REDUCED | 132,916 | -700 | -0.5% | 2.12% | $6.1M | $45.90 |
As of 2025 Q4 — sorted by position size