FTCS β€” FIRST TR EXCHANGE-TRADED FD

Ownership history in Strategic Equity Management  Β·  6 quarters on record

AI Ownership Summary

Strategic Equity Management reported FIRST TR EXCHANGE-TRADED FD (FTCS) in 6 quarterly 13F filings from 2024 Q2 through 2025 Q3. Peak portfolio weight reached 0.22% in 2025 Q1. The latest visible filing shows FTCS at 0.11% 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 FTCS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Strategic Equity Management's position in FIRST TR EXCHANGE-TRADED FD, 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 Q3

FTCS was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2025 Q1

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

Time in book
Holding Window
2024 Q2 to 2025 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 Strategic Equity Management held FTCS β€” position size vs. price
% of Fund (quarterly)    FTCS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 3,069 -35 -1.1% 0.11% $287K 2025-11-05 $90.78
2025 Q2 REDUCED 3,104 -2,647 -46.0% 0.10% $282K 2025-08-11 $91.41
2025 Q1 UNCHANGED 5,751 β€” 0% 0.22% $516K 2025-04-15 $86.43
2024 Q4 ADDED 5,751 +931 +19.3% 0.21% $505K 2025-02-07 $88.72
2024 Q3 ADDED 4,820 +1,960 +68.5% 0.21% $438K 2024-11-05 $88.76
2024 Q2 INITIATED 2,860 β€” β€” 0.16% $240K 2024-07-31 $85.71

FAQ About Strategic Equity Management and FTCS

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

How long has Strategic Equity Management reported owning FTCS?

Strategic Equity Management reported FTCS across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported FTCS position in Strategic Equity Management's portfolio?

The largest reported portfolio weight for FTCS was 0.22% in 2025 Q1.

What is the latest reported FTCS position on this page?

The most recent filing on this page is 2025 Q3, when Strategic Equity Management reported 3,069 shares, equal to 0.11% of portfolio, with an estimated market value of $287K.

What does the chart on this FTCS ownership page compare?

The chart compares Strategic Equity Management's quarterly FTCS 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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