Schulz Wealth, LTD. FOCT — FIRST TR EXCHNG TRADED FD VI

Ownership history in Schulz Wealth, LTD.  ·  9 quarters on record

AI Ownership Summary

Schulz Wealth, LTD. reported FIRST TR EXCHNG TRADED FD VI (FOCT) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.5% in 2023 Q4. The latest visible filing shows FOCT at 0.40% 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 FOCT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Schulz Wealth, LTD.'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
2025 Q4

FOCT was reported at 0.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.5% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

FOCT stock page Schulz Wealth, LTD. fund profile Schulz Wealth, LTD. full holdings
How Schulz Wealth, LTD. held FOCT — position size vs. price
% of Fund (quarterly)    FOCT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 12,873 — 0% 0.40% $631K 2026-02-14 (Est.) $48.97
2025 Q3 UNCHANGED — — — 12,873 — 0% 0.40% $612K 2025-10-17 $48.07
2025 Q2 UNCHANGED — — — 12,873 — 0% 0.43% $576K 2025-07-07 $44.86
2025 Q1 UNCHANGED — — — 12,873 — 0% 0.41% $534K 2025-04-29 $41.32
2024 Q4 ADDED — — — 12,873 +35 +0.3% 0.42% $549K 2025-02-05 $43.66
2024 Q3 UNCHANGED — — — 12,838 — 0% 0.42% $542K 2024-10-25 $42.15
2024 Q2 UNCHANGED — — — 12,838 — 0% 0.45% $533K 2024-07-25 $41.56
2024 Q1 REDUCED — — — 12,838 -669 -5.0% 0.45% $521K 2024-04-10 $40.40
2023 Q4 INITIATED — — — 13,507 — — 0.50% $525K 2024-02-12 $39.84

🏢 Other funds also holding FOCT

As of 2026 Q1 — sorted by position size

BAM Wealth Management, LLC 3.28% FWG Investments, LLC. 1.55% Valtinson Bruner Financial Planning LLC 3Y 7Y 0.67% SMART Wealth LLC 0.54% ACORN FINANCIAL ADVISORY SERVICES INC /ADV 3Y 0.46% LEGACY SOLUTIONS, LLC 0.33% ARBOR CAPITAL MANAGEMENT INC /ADV 3Y 0.31% Financial Life Planners 0.3% Tanglewood Legacy Advisors, LLC 3Y 0.22% Freedom Investment Management, Inc. 3Y 7Y 0.22%

FAQ About Schulz Wealth, LTD. and FOCT

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

How long has Schulz Wealth, LTD. reported owning FOCT?

Schulz Wealth, LTD. reported FOCT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported FOCT position in Schulz Wealth, LTD.'s portfolio?

The largest reported portfolio weight for FOCT was 0.50% in 2023 Q4.

What is the latest reported FOCT position on this page?

The most recent filing on this page is 2025 Q4, when Schulz Wealth, LTD. reported 12,873 shares, equal to 0.40% of portfolio, with an estimated market value of $631K.

What does the chart on this FOCT ownership page compare?

The chart compares Schulz Wealth, LTD.'s quarterly FOCT 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.

How well did Schulz Wealth, LTD. time their FOCT position?

Based on 13F filing dates vs. subsequent FOCT price moves, Schulz Wealth, LTD. correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on FOCT relative to SPY over the holding period was -6.1%.

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