REICON WEALTH ADVISORS, LLC GOCT FIRST TR EXCHNG TRADED FD VI

Ownership history in REICON WEALTH ADVISORS, LLC  ·  3 quarters on record

AI Ownership Summary

REICON WEALTH ADVISORS, LLC reported FIRST TR EXCHNG TRADED FD VI (GOCT) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.11% in 2026 Q1. The latest visible filing shows GOCT at 0.09% 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 GOCT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was REICON WEALTH ADVISORS, LLC's position in FIRST TR EXCHNG TRADED FD VI, 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
2026 Q2

GOCT was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2026 Q1

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

Time in book
Holding Window
2025 Q4 to 2026 Q2

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 REICON WEALTH ADVISORS, LLC held GOCT — position size vs. price
% of Fund (quarterly)    GOCT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 3,624 0% 0.09% $151K 2026-07-29 $41.41
2026 Q1 ADDED 3,624 +1,277 +54.4% 0.11% $140K 2026-05-08 $41.01
2025 Q4 INITIATED 2,347 0.07% $92K 2026-01-30 $39.63

FAQ About REICON WEALTH ADVISORS, LLC and GOCT

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

How long has REICON WEALTH ADVISORS, LLC reported owning GOCT?

REICON WEALTH ADVISORS, LLC reported GOCT across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported GOCT position in REICON WEALTH ADVISORS, LLC's portfolio?

The largest reported portfolio weight for GOCT was 0.11% in 2026 Q1.

What is the latest reported GOCT position on this page?

The most recent filing on this page is 2026 Q2, when REICON WEALTH ADVISORS, LLC reported 3,624 shares, equal to 0.09% of portfolio, with an estimated market value of $151K.

What does the chart on this GOCT ownership page compare?

The chart compares REICON WEALTH ADVISORS, LLC's quarterly GOCT 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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