Ownership history in PRINCIPAL SECURITIES, INC. · 8 quarters on record
This page tracks every 13F SEC filing in which PRINCIPAL SECURITIES, INC. reported a position in FIRST TR EXCHANGE-TRADED FD (FICS). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 474 | +22 | +4.9% | 0.00% | $18K | $38.11 |
| 2025 Q2 | ADDED | 452 | +276 | +156.8% | 0.00% | $18K | $39.23 |
| 2025 Q1 | UNCHANGED | 176 | — | 0% | 0.00% | $6K | $36.08 |
| 2024 Q4 | UNCHANGED | 176 | — | 0% | 0.00% | $6K | $33.30 |
| 2024 Q3 | UNCHANGED | 176 | — | 0% | 0.00% | $7K | $36.56 |
| 2024 Q2 | REDUCED | 176 | -2 | -1.1% | 0.00% | $6K | $33.27 |
| 2024 Q1 | UNCHANGED | 178 | — | 0% | 0.00% | $6K | $33.71 |
| 2023 Q4 | INITIATED | 178 | — | — | 0.00% | $6K | — |
As of 2025 Q4 — sorted by position size