Ownership history in McCarthy & Cox · 4 quarters on record
This page tracks every 13F SEC filing in which McCarthy & Cox reported a position in FIRST TR EXCHNG TRADED FD VI (UCON). 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 | REDUCED | 45,225 | -8,506 | -15.8% | 0.26% | $1.1M | $24.68 |
| 2025 Q2 | REDUCED | 53,731 | -687,220 | -92.7% | 0.35% | $1.3M | $24.11 |
| 2025 Q1 | ADDED | 740,951 | +397,682 | +115.9% | 7.99% | $18.3M | $23.72 |
| 2024 Q4 | INITIATED | 343,269 | — | — | 2.94% | $8.5M | $23.36 |
As of 2025 Q4 — sorted by position size