FNOV FIRST TR EXCHNG TRADED FD VI

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 (FNOV). 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.

Peak position
5.78% (2024 Q3)
Avg. % of fund
3.58%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 53,069 0% 0.64% $2.8M $52.89
2025 Q2 REDUCED 53,069 -477 -0.9% 0.70% $2.7M $50.11
2025 Q1 REDUCED 53,546 -279,391 -83.9% 1.09% $2.5M $46.67
2024 Q4 ADDED 332,937 +13,381 +4.2% 5.53% $15.9M $47.82
2024 Q3 REDUCED 319,556 -6,932 -2.1% 5.78% $15.1M $47.18
2024 Q2 REDUCED 326,488 -1,314 -0.4% 5.77% $15.0M $46.03
2024 Q1 INITIATED 327,802 5.54% $14.7M
% of Fund (quarterly)    FNOV price (monthly, adj. close)
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