Ritter Daniher Financial Advisory LLC / DE GDEC FIRST TR EXCHNG TRADED FD VI

Ownership history in Ritter Daniher Financial Advisory LLC / DE  ·  3 quarters on record

AI Ownership Summary

Ritter Daniher Financial Advisory LLC / DE reported FIRST TR EXCHNG TRADED FD VI (GDEC) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. The latest visible filing shows GDEC at 0.00% 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 GDEC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ritter Daniher Financial Advisory LLC / DE'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 Q2

GDEC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

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

Time in book
Holding Window
2025 Q4 to 2026 Q2

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 Ritter Daniher Financial Advisory LLC / DE held GDEC — position size vs. price
% of Fund (quarterly)    GDEC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 250 0% 0.00% $10K 2026-07-14 $40.03
2026 Q1 UNCHANGED 250 0% 0.00% $9K 2026-05-06 $39.31
2025 Q4 INITIATED 250 0.00% $9K 2026-02-10 $38.16

FAQ About Ritter Daniher Financial Advisory LLC / DE and GDEC

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

How long has Ritter Daniher Financial Advisory LLC / DE reported owning GDEC?

Ritter Daniher Financial Advisory LLC / DE reported GDEC across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported GDEC position in Ritter Daniher Financial Advisory LLC / DE's portfolio?

The largest reported portfolio weight for GDEC was 0.00% in 2025 Q4.

What is the latest reported GDEC position on this page?

The most recent filing on this page is 2026 Q2, when Ritter Daniher Financial Advisory LLC / DE reported 250 shares, equal to 0.00% of portfolio, with an estimated market value of $10K.

What does the chart on this GDEC ownership page compare?

The chart compares Ritter Daniher Financial Advisory LLC / DE's quarterly GDEC 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.

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