GFEB β€” FIRST TR EXCHNG TRADED FD VI

Ownership history in GRIES FINANCIAL LLC  Β·  2 quarters on record

AI Ownership Summary

GRIES FINANCIAL LLC reported FIRST TR EXCHNG TRADED FD VI (GFEB) in 2 quarterly 13F filings from 2025 Q1 through 2025 Q2. Peak portfolio weight reached 0.56% in 2025 Q2. The latest visible filing shows GFEB at 0.56% 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 GFEB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GRIES FINANCIAL LLC's position in FIRST TR EXCHNG TRADED FD VI, 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
2025 Q2

GFEB was reported at 0.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.56% in 2025 Q2

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

Time in book
Holding Window
2025 Q1 to 2025 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 GRIES FINANCIAL LLC held GFEB β€” position size vs. price
% of Fund (quarterly)    GFEB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 ADDED 78,819 +26,927 +51.9% 0.56% $3.1M 2025-07-14 $39.22
2025 Q1 INITIATED 51,892 β€” β€” 0.37% $1.9M 2025-05-05 $36.91

FAQ About GRIES FINANCIAL LLC and GFEB

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

How long has GRIES FINANCIAL LLC reported owning GFEB?

GRIES FINANCIAL LLC reported GFEB across 2 quarterly 13F filings, from 2025 Q1 through 2025 Q2.

What was the largest reported GFEB position in GRIES FINANCIAL LLC's portfolio?

The largest reported portfolio weight for GFEB was 0.56% in 2025 Q2.

What is the latest reported GFEB position on this page?

The most recent filing on this page is 2025 Q2, when GRIES FINANCIAL LLC reported 78,819 shares, equal to 0.56% of portfolio, with an estimated market value of $3.1M.

What does the chart on this GFEB ownership page compare?

The chart compares GRIES FINANCIAL LLC's quarterly GFEB 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.

← Back to GRIES FINANCIAL LLC Holdings