FOCT — FIRST TR EXCHNG TRADED FD VI

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

This page tracks every 13F SEC filing in which Schulz Wealth, LTD. reported a position in FIRST TR EXCHNG TRADED FD VI (FOCT). 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.

Peak position
0.5% (2023 Q4)
Avg. % of fund
0.43%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 12,873 — 0% 0.40% $631K $48.99
2025 Q3 UNCHANGED 12,873 — 0% 0.40% $612K $47.51
2025 Q2 UNCHANGED 12,873 — 0% 0.43% $576K $44.77
2025 Q1 UNCHANGED 12,873 — 0% 0.41% $534K $41.50
2024 Q4 ADDED 12,873 +35 +0.3% 0.42% $549K $42.63
2024 Q3 UNCHANGED 12,838 — 0% 0.42% $542K $42.26
2024 Q2 UNCHANGED 12,838 — 0% 0.45% $533K $41.54
2024 Q1 REDUCED 12,838 -669 -5.0% 0.45% $521K $40.57
2023 Q4 INITIATED 13,507 — — 0.50% $525K —
% of Fund (quarterly)    FOCT price (monthly, adj. close)

Other funds also holding FOCT

As of 2025 Q4 — sorted by position size

FWG Investments, LLC. 1.59% Reflection Asset Management 0.97% Valtinson Bruner Financial Planning LLC 3Y 7Y 0.74% SOA Wealth Advisors, LLC. 3Y 0.71% Integrity Financial Corp /WA 3Y 0.6% VestGen Investment Management 3Y 7Y 0.56% SMART Wealth LLC 0.53% ACORN FINANCIAL ADVISORY SERVICES INC /ADV 3Y 0.52% Pitti Group Wealth Management, LLC 3Y 0.46% ARBOR CAPITAL MANAGEMENT INC /ADV 3Y 0.35%
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