FCG β€” FIRST TR EXCHANGE-TRADED FD

Ownership history in TOTH FINANCIAL ADVISORY CORP  Β·  4 quarters on record

AI Ownership Summary

TOTH FINANCIAL ADVISORY CORP reported FIRST TR EXCHANGE-TRADED FD (FCG) in 4 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.09% in 2026 Q1. The latest visible filing shows FCG 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 FCG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TOTH FINANCIAL ADVISORY CORP'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
2026 Q1

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

High-water mark
Peak Conviction
0.09% 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
2023 Q4 to 2026 Q1

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 TOTH FINANCIAL ADVISORY CORP held FCG β€” position size vs. price
% of Fund (quarterly)    FCG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 27,000 +26,950 +53900.0% 0.09% $856K 2026-04-16 $29.56
2025 Q1 UNCHANGED 50 β€” 0% 0.00% $1K 2025-04-14 $19.98
2024 Q4 UNCHANGED 50 β€” 0% 0.00% $1K 2025-01-21 $25.86
2023 Q4 INITIATED 50 β€” β€” 0.00% $1K 2024-01-26 $22.30

FAQ About TOTH FINANCIAL ADVISORY CORP and FCG

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

How long has TOTH FINANCIAL ADVISORY CORP reported owning FCG?

TOTH FINANCIAL ADVISORY CORP reported FCG across 4 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FCG position in TOTH FINANCIAL ADVISORY CORP's portfolio?

The largest reported portfolio weight for FCG was 0.09% in 2026 Q1.

What is the latest reported FCG position on this page?

The most recent filing on this page is 2026 Q1, when TOTH FINANCIAL ADVISORY CORP reported 27,000 shares, equal to 0.09% of portfolio, with an estimated market value of $856K.

What does the chart on this FCG ownership page compare?

The chart compares TOTH FINANCIAL ADVISORY CORP's quarterly FCG 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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