SACKS & ASSOCIATES, LLC FJAN — FIRST TR EXCHNG TRADED FD VI

Ownership history in SACKS & ASSOCIATES, LLC  ·  2 quarters on record

AI Ownership Summary

SACKS & ASSOCIATES, LLC reported FIRST TR EXCHNG TRADED FD VI (FJAN) in 2 quarterly 13F filings from 2026 Q2 through 2026 Q3. Peak portfolio weight reached 0.16% in 2026 Q3. The latest visible filing shows FJAN at 0.16% 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 FJAN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SACKS & ASSOCIATES, 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 Q3

FJAN was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2026 Q3

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

Time in book
Holding Window
2026 Q2 to 2026 Q3

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 SACKS & ASSOCIATES, LLC held FJAN — position size vs. price
% of Fund (quarterly)    FJAN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 4,028 — 0% 0.16% $228K 2026-10-09 $57.23
2026 Q2 INITIATED — — — 4,028 — — 0.15% $224K 2026-08-05 $56.26

🏢 Other funds also holding FJAN

As of 2026 Q3 — sorted by position size

GK Wealth Management LLC 0.03% CoreCap Advisors, LLC 3Y 0.02% Farther Finance Advisors, LLC 3Y 0.0%

FAQ About SACKS & ASSOCIATES, LLC and FJAN

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

How long has SACKS & ASSOCIATES, LLC reported owning FJAN?

SACKS & ASSOCIATES, LLC reported FJAN across 2 quarterly 13F filings, from 2026 Q2 through 2026 Q3.

What was the largest reported FJAN position in SACKS & ASSOCIATES, LLC's portfolio?

The largest reported portfolio weight for FJAN was 0.16% in 2026 Q3.

What is the latest reported FJAN position on this page?

The most recent filing on this page is 2026 Q3, when SACKS & ASSOCIATES, LLC reported 4,028 shares, equal to 0.16% of portfolio, with an estimated market value of $228K.

What does the chart on this FJAN ownership page compare?

The chart compares SACKS & ASSOCIATES, LLC's quarterly FJAN 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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