DECM — FIRST TR EXCHNG TRADED FD VI

Ownership history in Maia Wealth LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Maia Wealth LLC reported a position in FIRST TR EXCHNG TRADED FD VI (DECM). 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
0.61% (2025 Q1)
Avg. % of fund
0.53%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 83,000 -3,108 -3.6% 0.45% $2.7M $32.26
2025 Q2 REDUCED 86,108 -2,423 -2.7% 0.52% $2.7M $31.53
2025 Q1 INITIATED 88,531 — — 0.61% $2.7M $30.57
% of Fund (quarterly)    DECM price (monthly, adj. close)

Other funds also holding DECM

As of 2025 Q4 — sorted by position size

PRECEDENT WEALTH PARTNERS, LLC 2.05% Madrona Financial Services, LLC 3Y 7Y 0.18% Legacy Capital Wealth Partners, LLC 3Y 0.09% HBW ADVISORY SERVICES LLC 3Y 0.06% MILESTONE ASSET MANAGEMENT, LLC 3Y 0.06% Clear Creek Financial Management, LLC 3Y 0.06% Buck Wealth Strategies, LLC 0.05% Commonwealth Financial Services, LLC 3Y 7Y 0.05% Security Financial Services, INC. 3Y 0.03% Atria Investments, Inc 3Y 7Y 0.01%
← Back to Maia Wealth LLC Holdings