FIW FIRST TR EXCHANGE TRADED FD

Ownership history in Nova R Wealth, Inc.  ·  18 quarters on record

AI Ownership Summary

Nova R Wealth, Inc. reported FIRST TR EXCHANGE TRADED FD (FIW) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.48% in 2023 Q4. The latest visible filing shows FIW at 0.14% 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 FIW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Nova R Wealth, Inc.'s position in FIRST TR EXCHANGE TRADED FD, 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

FIW was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.48% 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 Nova R Wealth, Inc. held FIW — position size vs. price
% of Fund (quarterly)    FIW 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 REDUCED 4,225 -642 -13.2% 0.14% $436K 2026-04-17 $107.80
2025 Q4 ADDED 4,867 +7 +0.1% 0.19% $529K 2026-01-14 $114.30
2025 Q3 REDUCED 4,860 -70 -1.4% 0.23% $546K 2025-10-23 $114.69
2025 Q2 REDUCED 4,930 -2,130 -30.2% 0.25% $532K 2025-07-17 $108.54
2025 Q1 ADDED 7,060 +3 +0.0% 0.35% $711K 2025-04-23 $97.77
2024 Q4 ADDED 7,057 +18 +0.3% 0.36% $720K 2025-01-30 $104.84
2024 Q3 ADDED 7,039 +3 +0.0% 0.38% $770K 2024-10-15 $108.25
2024 Q2 ADDED 7,036 +4 +0.1% 0.36% $703K 2024-07-18 $102.75
2024 Q1 REDUCED 7,032 -950 -11.9% 0.37% $718K 2024-04-12 $96.95
2023 Q4 REDUCED 7,982 -117 -1.4% 0.48% $757K 2024-01-19 $90.93
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Nova R Wealth, Inc. and FIW

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

How long has Nova R Wealth, Inc. reported owning FIW?

Nova R Wealth, Inc. reported FIW across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FIW position in Nova R Wealth, Inc.'s portfolio?

The largest reported portfolio weight for FIW was 0.48% in 2023 Q4.

What is the latest reported FIW position on this page?

The most recent filing on this page is 2026 Q1, when Nova R Wealth, Inc. reported 4,225 shares, equal to 0.14% of portfolio, with an estimated market value of $436K.

What does the chart on this FIW ownership page compare?

The chart compares Nova R Wealth, Inc.'s quarterly FIW 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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