Quest 10 Wealth Builders, Inc. FXD FIRST TR EXCHANGE TRADED FD

Ownership history in Quest 10 Wealth Builders, Inc.  ·  6 quarters on record

AI Ownership Summary

Quest 10 Wealth Builders, Inc. reported FIRST TR EXCHANGE TRADED FD (FXD) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q2. The latest visible filing shows FXD at 0.00% 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 FXD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Quest 10 Wealth Builders, Inc.'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 Q2

FXD was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

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 Quest 10 Wealth Builders, Inc. held FXD — position size vs. price
% of Fund (quarterly)    FXD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 64 0% 0.00% $4K 2026-07-24 $nan
2026 Q1 UNCHANGED 64 0% 0.00% $4K 2026-05-06 $66.99
2025 Q4 UNCHANGED 64 0% 0.00% $4K 2026-01-29 $69.04
2025 Q3 UNCHANGED 64 0% 0.00% $4K 2025-10-20 $66.40
2025 Q1 UNCHANGED 64 0% 0.00% $4K 2025-05-01 $56.25
2024 Q4 INITIATED 64 0.00% $4K 2025-02-13 $65.98

FAQ About Quest 10 Wealth Builders, Inc. and FXD

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

How long has Quest 10 Wealth Builders, Inc. reported owning FXD?

Quest 10 Wealth Builders, Inc. reported FXD across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported FXD position in Quest 10 Wealth Builders, Inc.'s portfolio?

The largest reported portfolio weight for FXD was 0.00% in 2024 Q4.

What is the latest reported FXD position on this page?

The most recent filing on this page is 2026 Q2, when Quest 10 Wealth Builders, Inc. reported 64 shares, equal to 0.00% of portfolio, with an estimated market value of $4K.

What does the chart on this FXD ownership page compare?

The chart compares Quest 10 Wealth Builders, Inc.'s quarterly FXD 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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