Oder Investment Management, LLC DFEB FIRST TR EXCHNG TRADED FD VI

Ownership history in Oder Investment Management, LLC  ·  21 quarters on record

AI Ownership Summary

Oder Investment Management, LLC reported FIRST TR EXCHNG TRADED FD VI (DFEB) in 21 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.62% in 2025 Q1. The latest visible filing shows DFEB at 0.61% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DFEB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Oder Investment Management, 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
2026 Q1

DFEB was reported at 0.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.62% in 2025 Q1

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

Time in book
Holding Window
2023 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.

How Oder Investment Management, LLC held DFEB — position size vs. price
% of Fund (quarterly)    DFEB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 16,821 0% 0.61% $797K 2026-05-05 $49.71
2025 Q4 REDUCED 16,821 -870 -4.9% 0.58% $803K 2026-02-12 $48.17
2025 Q3 ADDED 17,691 +443 +2.6% 0.59% $823K 2025-11-10 $46.98
2025 Q2 UNCHANGED 17,248 0% 0.58% $770K 2025-08-11 $45.37
2025 Q1 UNCHANGED 17,248 0% 0.62% $727K 2025-05-13 $43.28
2024 Q4 ADDED 17,248 +285 +1.7% 0.61% $736K 2025-02-13 $43.47
2024 Q3 ADDED 16,963 +1,200 +7.6% 0.61% $708K 2024-11-12 $42.48
2024 Q2 ADDED 15,763 +1,177 +8.1% 0.58% $636K 2024-08-08 $39.91
2024 Q1 UNCHANGED 14,586 0% 0.53% $570K 2024-05-10 $39.15
2023 Q4 UNCHANGED 14,586 0% 0.54% $547K 2024-02-05 $38.01
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Oder Investment Management, LLC and DFEB

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

How long has Oder Investment Management, LLC reported owning DFEB?

Oder Investment Management, LLC reported DFEB across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DFEB position in Oder Investment Management, LLC's portfolio?

The largest reported portfolio weight for DFEB was 0.62% in 2025 Q1.

What is the latest reported DFEB position on this page?

The most recent filing on this page is 2026 Q1, when Oder Investment Management, LLC reported 16,821 shares, equal to 0.61% of portfolio, with an estimated market value of $797K.

What does the chart on this DFEB ownership page compare?

The chart compares Oder Investment Management, LLC's quarterly DFEB 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 Oder Investment Management, LLC time their DFEB position?

Based on 13F filing dates vs. subsequent DFEB price moves, Oder Investment Management, LLC correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on DFEB relative to SPY over the holding period was -5.1%.

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