FVC — FIRST TR EXCHANGE-TRADED FD

Ownership history in WORLD EQUITY GROUP, INC.  ·  7 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 (FVC). 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
0.21% (2025 Q4)
Avg. % of fund
0.16%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 20,447 -277 -1.3% 0.21% $744K $36.37
2025 Q3 REDUCED 20,724 -280 -1.3% 0.17% $748K $35.76
2025 Q2 ADDED 21,004 +2,212 +11.8% 0.20% $746K $35.00
2025 Q1 ADDED 18,792 +5,407 +40.4% 0.19% $668K $34.39
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FVC price (monthly, adj. close)

Other funds also holding FVC

As of 2025 Q4 — sorted by position size

Trueblood Wealth Management, LLC 0.23% ARBOR CAPITAL MANAGEMENT INC /ADV 3Y 0.19% Prospera Financial Services Inc 3Y 7Y 0.18% PCG Wealth Advisors, LLC 3Y 0.16% Proactive Wealth Strategies LLC 0.12% ELEMENT POINTE ADVISORS, LLC 3Y 7Y 0.05% Keystone Financial Group 3Y 7Y 0.03% MTM Investment Management, LLC 3Y 0.03% Geneos Wealth Management Inc. 3Y 0.02% OPPENHEIMER & CO INC 3Y 7Y 0.01%
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