FICS FIRST TR EXCHANGE-TRADED FD

Ownership history in WORLD EQUITY GROUP, INC.  ·  5 quarters on record

This page tracks every 13F SEC filing in which WORLD EQUITY GROUP, INC. reported a position in FIRST TR EXCHANGE-TRADED FD (FICS). 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
0.87% (2024 Q3)
Avg. % of fund
0.74%
First filed
2024 Q3
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 82,902 +6,557 +8.6% 0.72% $3.2M $38.11
2025 Q2 ADDED 76,345 +2,058 +2.8% 0.82% $3.0M $39.23
2025 Q1 ADDED 74,287 +6,278 +9.2% 0.78% $2.7M $36.08
2024 Q4 ADDED 68,009 +4,010 +6.3% 0.50% $2.3M $33.30
2024 Q3 INITIATED 63,999 0.87% $2.4M $36.56
% of Fund (quarterly)    FICS price (monthly, adj. close)
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