DFEB — FIRST TR EXCHNG TRADED FD VI

Ownership history in PRECEDENT WEALTH PARTNERS, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which PRECEDENT WEALTH PARTNERS, LLC reported a position in FIRST TR EXCHNG TRADED FD VI (DFEB). 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
2.77% (2025 Q1)
Avg. % of fund
2.15%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 89,516 -130,711 -59.4% 0.90% $4.3M $47.72
2025 Q3 REDUCED 220,227 -23,430 -9.6% 2.26% $10.2M $46.54
2025 Q2 ADDED 243,657 +6,833 +2.9% 2.66% $10.9M $44.65
2025 Q1 INITIATED 236,824 — — 2.77% $10.0M $42.15
% of Fund (quarterly)    DFEB price (monthly, adj. close)

Other funds also holding DFEB

As of 2025 Q4 — sorted by position size

Spectrum Asset Management, Inc. (NB/CA) 3Y 7Y 2.22% Camelot Portfolios, LLC 3Y 7Y 1.19% UPTICK PARTNERS, LLC 1.14% SMART Wealth LLC 0.82% Tanglewood Legacy Advisors, LLC 3Y 0.68% Integrity Financial Corp /WA 3Y 0.61% Oder Investment Management, LLC 3Y 0.58% Comprehensive Financial Consultants Institutional, Inc. 3Y 0.33% Lakeridge Wealth Management LLC 0.3% JIM SAULNIER & ASSOCIATES, LLC 0.25%
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