Ownership history in PRIVATE CLIENT SERVICES, LLC · 4 quarters on record
This page tracks every 13F SEC filing in which PRIVATE CLIENT SERVICES, LLC reported a position in FIRST TR EXCHNG TRADED FD VI (GOCT). 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 Q4 | ADDED | 92,767 | +86,892 | +1479.0% | 1.14% | $3.6M | $39.29 |
| 2025 Q2 | REDUCED | 5,875 | -10,089 | -63.2% | 0.08% | $215K | $36.56 |
| 2025 Q1 | REDUCED | 15,964 | -262,889 | -94.3% | 0.27% | $548K | $34.33 |
| 2024 Q4 | INITIATED | 278,853 | — | — | 5.24% | $9.8M | $34.99 |
As of 2025 Q4 — sorted by position size