Ownership history in McCarthy & Cox · 3 quarters on record
This page tracks every 13F SEC filing in which McCarthy & Cox reported a position in FIRST TR EXCHANGE-TRADED FD (FTCB). 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 Q4 | REDUCED | 15,937 | -919,975 | -98.3% | 4.10% | $338K | $21.05 |
| 2025 Q3 | ADDED | 935,912 | +76,327 | +8.9% | 4.55% | $19.9M | $20.78 |
| 2025 Q2 | INITIATED | 859,585 | — | — | 4.74% | $18.1M | $20.32 |
As of 2025 Q4 — sorted by position size