Ownership history in WORLD EQUITY GROUP, INC. Β· 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 β sourced directly from SEC EDGAR 13F filings.
π WORLD EQUITY GROUP, INC. underperformed the S&P 500 by β11.8% annually on this FICS position. Timing score: 50% (2/4 decisions correct). Average cost basis: $36.55. Maximum drawdown during holding period: β8.9%.
β Significantly underperformed the S&P 500 by 11.8% ann.
4 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
2 of 4 add/trim decisions correct
Best entry: $33.30 (2024 Q4) Β· Worst: $39.23 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 0 trims. Bought during 2 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.72% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.