FAPR FIRST TR EXCHNG TRADED FD VI

Ownership history in McKinley Carter Wealth Services, Inc.  ·  16 quarters on record

AI Ownership Summary

McKinley Carter Wealth Services, Inc. reported FIRST TR EXCHNG TRADED FD VI (FAPR) in 16 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.06% in 2023 Q4. The latest visible filing shows FAPR at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FAPR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was McKinley Carter Wealth Services, Inc.'s position in FIRST TR EXCHNG TRADED FD VI, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FAPR was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How McKinley Carter Wealth Services, Inc. held FAPR — position size vs. price
% of Fund (quarterly)    FAPR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 24,172 0% 0.06% $1.1M 2026-04-20 $45.15
2025 Q4 UNCHANGED 24,172 0% 0.06% $1.1M 2026-02-06 $44.68
2025 Q3 ADDED 24,172 +1,160 +5.0% 0.06% $1.1M 2025-11-04 $43.67
2025 Q2 UNCHANGED 23,012 0% 0.05% $971K 2025-07-24 $42.64
2025 Q1 UNCHANGED 23,012 0% 0.06% $941K 2025-04-15 $39.49
2024 Q4 UNCHANGED 23,012 0% 0.06% $950K 2025-01-23 $41.96
2024 Q3 UNCHANGED 23,012 0% 0.06% $930K 2024-10-16 $40.63
2024 Q2 REDUCED 23,012 -1,940 -7.8% 0.06% $898K 2024-08-09 $38.71
2024 Q1 UNCHANGED 24,952 0% 0.06% $909K 2024-04-26 $37.23
2023 Q4 UNCHANGED 24,952 0% 0.06% $872K 2024-02-07 $35.82
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About McKinley Carter Wealth Services, Inc. and FAPR

These are the practical questions this page is built to answer before you even open the full history table.

How long has McKinley Carter Wealth Services, Inc. reported owning FAPR?

McKinley Carter Wealth Services, Inc. reported FAPR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FAPR position in McKinley Carter Wealth Services, Inc.'s portfolio?

The largest reported portfolio weight for FAPR was 0.06% in 2023 Q4.

What is the latest reported FAPR position on this page?

The most recent filing on this page is 2026 Q1, when McKinley Carter Wealth Services, Inc. reported 24,172 shares, equal to 0.06% of portfolio, with an estimated market value of $1.1M.

What does the chart on this FAPR ownership page compare?

The chart compares McKinley Carter Wealth Services, Inc.'s quarterly FAPR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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