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 (FJUL). 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 | 23,308 | +1,118 | +5.0% | 0.29% | $1.3M | $54.73 |
| 2025 Q2 | UNCHANGED | 22,190 | — | 0% | 0.30% | $1.1M | $51.74 |
| 2025 Q1 | REDUCED | 22,190 | -367,226 | -94.3% | 0.46% | $1.1M | $47.63 |
| 2024 Q4 | REDUCED | 389,416 | -10,939 | -2.7% | 6.62% | $19.1M | $48.97 |
As of 2025 Q4 — sorted by position size