FDD β€” FIRST TR STOXX EUROPEAN SELE

Ownership history in Owen LaRue, LLC  Β·  4 quarters on record

AI Ownership Summary

Owen LaRue, LLC reported FIRST TR STOXX EUROPEAN SELE (FDD) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 2.67% in 2025 Q1. The latest visible filing shows FDD at 1.59% 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.

What this FDD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Owen LaRue, LLC's position in FIRST TR STOXX EUROPEAN SELE, 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
2025 Q4

FDD was reported at 1.59% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.67% in 2025 Q1

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

Time in book
Holding Window
2025 Q1 to 2025 Q4

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 Owen LaRue, LLC held FDD β€” position size vs. price
% of Fund (quarterly)    FDD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 239,117 +39,615 +19.9% 1.59% $4.2M 2026-02-14 (Est.) $18.45
2025 Q3 ADDED 199,502 +48,081 +31.8% 1.27% $3.2M 2025-10-31 $15.97
2025 Q2 REDUCED 151,421 -243,403 -61.6% 1.00% $2.4M 2025-07-16 $15.16
2025 Q1 INITIATED 394,824 β€” β€” 2.67% $5.4M 2025-05-12 $14.02

FAQ About Owen LaRue, LLC and FDD

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

How long has Owen LaRue, LLC reported owning FDD?

Owen LaRue, LLC reported FDD across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported FDD position in Owen LaRue, LLC's portfolio?

The largest reported portfolio weight for FDD was 2.67% in 2025 Q1.

What is the latest reported FDD position on this page?

The most recent filing on this page is 2025 Q4, when Owen LaRue, LLC reported 239,117 shares, equal to 1.59% of portfolio, with an estimated market value of $4.2M.

What does the chart on this FDD ownership page compare?

The chart compares Owen LaRue, LLC's quarterly FDD 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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