Ownership history in PFG Advisors Β· 7 quarters on record
This page tracks every 13F SEC filing in which PFG Advisors reported a position in FIRST TR EXCHNG TRADED FD VI (XMAR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π PFG Advisors underperformed the S&P 500 by β8.1% annually on this XMAR position. Timing score: 50% (2/4 decisions correct). Average cost basis: $35.77. Maximum drawdown during holding period: β0.0%.
β Significantly underperformed the S&P 500 by 8.1% ann.
5 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
2 of 4 add/trim decisions correct
Best entry: $34.57 (2024 Q2) Β· Worst: $38.29 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 2 trims. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.01% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size