Ownership history in 1776 Wealth LLC · 17 quarters on record
This page tracks every 13F SEC filing in which 1776 Wealth LLC reported a position in FIRST TR EXCHNG TRADED FD VI (FDEC). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 31,969 | +8,792 | +37.9% | 0.62% | $1.6M | $51.18 |
| 2025 Q3 | REDUCED | 23,177 | -80 | -0.3% | 0.44% | $1.1M | $49.24 |
| 2025 Q2 | UNCHANGED | 23,257 | — | 0% | 0.45% | $1.1M | $46.67 |
| 2025 Q1 | ADDED | 23,257 | +1,700 | +7.9% | 0.46% | $1.0M | $43.40 |
| 2024 Q4 | ADDED | 21,557 | +3,333 | +18.3% | 0.44% | $961K | $44.58 |
| 2024 Q3 | UNCHANGED | 18,224 | — | 0% | 0.36% | $798K | $43.78 |
| 2024 Q2 | UNCHANGED | 18,224 | — | 0% | 0.35% | $775K | $42.55 |
| 2024 Q1 | UNCHANGED | 18,224 | — | 0% | 0.36% | $751K | $41.21 |
| 2023 Q4 | ADDED | 18,224 | +8,574 | +88.8% | 0.35% | $711K | $38.99 |
| 2023 Q3 | UNCHANGED | 9,650 | — | 0% | 0.18% | $340K | $35.19 |
As of 2025 Q4 — sorted by position size