XDEC — FIRST TR EXCHNG TRADED FD VI

Ownership history in Griffith & Werner, Inc.  ·  4 quarters on record

This page tracks every 13F SEC filing in which Griffith & Werner, Inc. reported a position in FIRST TR EXCHNG TRADED FD VI (XDEC). 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
4.22% (2024 Q4)
Avg. % of fund
3.18%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 125,191 -2,620 -2.0% 2.61% $5.1M $40.92
2025 Q3 REDUCED 127,811 -12,925 -9.2% 2.68% $5.2M $40.10
2025 Q1 REDUCED 140,736 -30,612 -17.9% 3.22% $5.2M $36.80
2024 Q4 INITIATED 171,348 — — 4.22% $6.4M $37.30
% of Fund (quarterly)    XDEC price (monthly, adj. close)

Other funds also holding XDEC

As of 2025 Q4 — sorted by position size

Sequent Planning LLC 1.27% Grant Street Asset Management, Inc. 3Y 0.25% PFS Partners, LLC 0.24% Main Street Financial Solutions, LLC 3Y 0.2% Pitti Group Wealth Management, LLC 3Y 0.19% BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3Y 7Y 0.17% Diligent Investors, LLC 3Y 7Y 0.16% Stonebridge Financial Planning Group, LLC 3Y 0.14% DHJJ Financial Advisors, Ltd. 3Y 0.13% ROVIN CAPITAL /UT/ /ADV 3Y 0.12%
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