Ownership history in Qube Research & Technologies Ltd Β· 18 quarters on record
This page tracks every 13F SEC filing in which Qube Research & Technologies Ltd reported a position in FIRST TR EXCHANGE-TRADED FD (FCG). 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 Qube Research & Technologies Ltd outperformed the S&P 500 by +17.5% annually on this FCG position. Timing score: 36% (5/14 decisions correct). Average cost basis: $15.70. Maximum drawdown during holding period: β12.5%.
π₯ Exceptional β beat the S&P 500 by 17.5% per year on this position.
17 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
5 of 14 add/trim decisions correct
Best entry: $7.67 (2020 Q4) Β· Worst: $26.04 (2024 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
6 adds Β· 9 trims. Bought during 0 of 5 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% 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