Sage Capital Advisors,llc DDEC — FIRST TR EXCHNG TRADED FD VI

Ownership history in Sage Capital Advisors,llc  ·  15 quarters on record

AI Ownership Summary

Sage Capital Advisors,llc reported FIRST TR EXCHNG TRADED FD VI (DDEC) in 15 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.32% in 2024 Q3. The latest visible filing shows DDEC at 0.08% 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 DDEC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sage Capital Advisors,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

DDEC was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2024 Q3

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.

DDEC stock page Sage Capital Advisors,llc fund profile Sage Capital Advisors,llc full holdings
How Sage Capital Advisors,llc held DDEC — position size vs. price
% of Fund (quarterly)    DDEC 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 — — — 7,756 — 0% 0.08% $343K 2026-04-07 $44.50
2025 Q4 UNCHANGED — — — 7,756 — 0% 0.08% $350K 2026-01-06 $45.39
2025 Q3 REDUCED — — — 7,756 -1 -0.0% 0.08% $339K 2025-10-07 $43.76
2025 Q2 UNCHANGED — — — 7,757 — 0% 0.08% $324K 2025-07-03 $42.00
2025 Q1 REDUCED 60.7% +6.7% ❌ 7,757 -12,002 -60.7% 0.08% $304K 2025-04-04 $37.40
2024 Q4 REDUCED 36.9% -2.5% ✅ 19,759 -11,557 -36.9% 0.21% $793K 2025-01-10 $39.92
2024 Q3 ADDED — — — 31,316 +10,001 +46.9% 0.32% $1.2M 2024-10-08 $39.46
2024 Q2 UNCHANGED — — — 21,315 — 0% 0.24% $821K 2024-07-09 $38.78
2024 Q1 REDUCED 16.5% +2.9% ❌ 21,315 -4,197 -16.5% 0.23% $799K 2024-04-15 $36.90
2023 Q4 ADDED — — — 25,512 +4,775 +23.0% 0.29% $912K 2024-01-09 $35.69
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DDEC

As of 2026 Q1 — sorted by position size

Spectrum Asset Management, Inc. (NB/CA) 3Y 7Y 1.68% Hartford Financial Management Inc. 3Y 7Y 1.34% Nova Wealth Management, Inc. 0.84% CFC Planning Co LLC 0.72% BEACON FINANCIAL GROUP 3Y 7Y 0.46% Optivise Advisory Services LLC 0.46% PRECEDENT WEALTH PARTNERS, LLC 0.33% Ignite Planners, LLC 3Y 0.32% LifeWealth Investments, LLC 0.28% Maltin Wealth Management, Inc. 3Y 0.26%

FAQ About Sage Capital Advisors,llc and DDEC

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

How long has Sage Capital Advisors,llc reported owning DDEC?

Sage Capital Advisors,llc reported DDEC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DDEC position in Sage Capital Advisors,llc's portfolio?

The largest reported portfolio weight for DDEC was 0.32% in 2024 Q3.

What is the latest reported DDEC position on this page?

The most recent filing on this page is 2026 Q1, when Sage Capital Advisors,llc reported 7,756 shares, equal to 0.08% of portfolio, with an estimated market value of $343K.

What does the chart on this DDEC ownership page compare?

The chart compares Sage Capital Advisors,llc's quarterly DDEC 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 Sage Capital Advisors,llc time their DDEC position?

Based on 13F filing dates vs. subsequent DDEC price moves, Sage Capital Advisors,llc correctly timed 7 out of 11 reported position changes (64%). The annualised alpha on DDEC relative to SPY over the holding period was -8.2%.

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