Griffith & Werner, Inc. XDEC — FIRST TR EXCHNG TRADED FD VI

Ownership history in Griffith & Werner, Inc.  ·  5 quarters on record

AI Ownership Summary

Griffith & Werner, Inc. reported FIRST TR EXCHNG TRADED FD VI (XDEC) in 5 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 4.22% in 2024 Q4. The latest visible filing shows XDEC at 2.45% 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 XDEC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Griffith & Werner, Inc.'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
2026 Q1

XDEC was reported at 2.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.22% 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 Q1

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.

XDEC stock page Griffith & Werner, Inc. fund profile Griffith & Werner, Inc. full holdings
How Griffith & Werner, Inc. held XDEC — position size vs. price
% of Fund (quarterly)    XDEC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 122,718 -2,473 -2.0% 2.45% $4.9M 2026-04-30 $42.10
2025 Q4 REDUCED — — — 125,191 -2,620 -2.0% 2.61% $5.1M 2026-02-13 $40.99
2025 Q3 REDUCED 9.2% +2.4% ❌ 127,811 -12,925 -9.2% 2.68% $5.2M 2025-11-12 $40.50
2025 Q1 REDUCED 17.9% +5.5% ❌ 140,736 -30,612 -17.9% 3.22% $5.2M 2025-04-14 $35.96
2024 Q4 INITIATED — — — 171,348 — — 4.22% $6.4M 2025-02-20 $37.99

🏢 Other funds also holding XDEC

As of 2026 Q1 — sorted by position size

Sequent Planning LLC 1.23% BEACON FINANCIAL GROUP 3Y 7Y 0.87% QTR Family Wealth, LLC 0.26% PFS Partners, LLC 0.23% Diligent Investors, LLC 3Y 7Y 0.17% DHJJ Financial Advisors, Ltd. 3Y 0.13% Bouchey Financial Group Ltd 3Y 7Y 0.11% Outlook Wealth Advisors, LLC 3Y 7Y 0.1% Cambridge Advisors Inc. 3Y 7Y 0.08% LifeWealth Investments, LLC 0.07%

FAQ About Griffith & Werner, Inc. and XDEC

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

How long has Griffith & Werner, Inc. reported owning XDEC?

Griffith & Werner, Inc. reported XDEC across 5 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported XDEC position in Griffith & Werner, Inc.'s portfolio?

The largest reported portfolio weight for XDEC was 4.22% in 2024 Q4.

What is the latest reported XDEC position on this page?

The most recent filing on this page is 2026 Q1, when Griffith & Werner, Inc. reported 122,718 shares, equal to 2.45% of portfolio, with an estimated market value of $4.9M.

What does the chart on this XDEC ownership page compare?

The chart compares Griffith & Werner, Inc.'s quarterly XDEC 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.

How well did Griffith & Werner, Inc. time their XDEC position?

Based on 13F filing dates vs. subsequent XDEC price moves, Griffith & Werner, Inc. correctly timed 0 out of 4 reported position changes (0%).

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