QDEC — FIRST TR EXCHNG TRADED FD VI

Ownership history in SMART Wealth LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which SMART Wealth LLC reported a position in FIRST TR EXCHNG TRADED FD VI (QDEC). 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
1.9% (2024 Q3)
Avg. % of fund
1.68%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 136,341 -17,787 -11.5% 1.35% $4.4M $32.53
2025 Q3 REDUCED 154,128 -29,903 -16.2% 1.81% $4.8M $31.12
2025 Q2 ADDED 184,031 +14,595 +8.6% 1.69% $5.4M $29.34
2025 Q1 REDUCED 169,436 -10,374 -5.8% 1.59% $4.4M $26.15
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% of Fund (quarterly)    QDEC price (monthly, adj. close)

Other funds also holding QDEC

As of 2025 Q4 — sorted by position size

Sequent Planning LLC 4.21% FWG Investments, LLC. 1.38% Purus Wealth Management, LLC 3Y 0.75% Benson Wealth Management INC 0.41% First Heartland Consultants, Inc. 3Y 7Y 0.32% DHJJ Financial Advisors, Ltd. 3Y 0.28% 1776 Wealth LLC 3Y 0.26% Outlook Wealth Advisors, LLC 3Y 7Y 0.26% Faithward Advisors, LLC 3Y 0.25% Global Assets Advisory, LLC 3Y 0.25%
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