FXR — FIRST TR EXCHANGE TRADED FD

Ownership history in WIN ADVISORS, INC  ·  1 quarter on record

This page tracks every 13F SEC filing in which WIN ADVISORS, INC reported a position in FIRST TR EXCHANGE TRADED FD (FXR). 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
0.66% (2025 Q4)
Avg. % of fund
0.66%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 19,343 — — 0.66% $1.5M $79.87
% of Fund (quarterly)    FXR price (monthly, adj. close)

Other funds also holding FXR

As of 2025 Q4 — sorted by position size

Schrum Private Wealth Management LLC 3Y 1.52% NewSquare Capital LLC 3Y 7Y 1.29% Monument Capital Management 3Y 7Y 1.27% HFG Advisors, Inc. 3Y 0.85% MTM Investment Management, LLC 3Y 0.63% Crumly & Associates Inc. 3Y 0.57% Paragon Private Wealth Management, LLC 3Y 0.52% Purus Wealth Management, LLC 3Y 0.52% Virtue Capital Management, LLC 3Y 7Y 0.38% HARMONY ASSET MANAGEMENT LLC 0.36%
← Back to WIN ADVISORS, INC Holdings