XDEC — FIRST TR EXCHNG TRADED FD VI

Ownership history in UBS Group AG  ·  10 quarters on record

This page tracks every 13F SEC filing in which UBS Group AG reported a position in FIRST TR EXCHNG TRADED FD VI (XDEC). 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.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 2,527 -22,975 -90.1% 0.00% $101K $40.10
2025 Q2 ADDED 25,502 +11,195 +78.2% 0.00% $990K $38.84
2025 Q1 ADDED 14,307 +7,784 +119.3% 0.00% $526K $36.80
2024 Q3 ADDED 6,523 +5,038 +339.3% 0.00% $240K $36.77
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% of Fund (quarterly)    XDEC price (monthly, adj. close)

Other funds also holding XDEC

As of 2025 Q4 — sorted by position size

Griffith & Werner, Inc. 2.61% Sequent Planning LLC 1.27% Grant Street Asset Management, Inc. 3Y 0.25% PFS Partners, LLC 0.24% Main Street Financial Solutions, LLC 3Y 0.2% Pitti Group Wealth Management, LLC 3Y 0.19% BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3Y 7Y 0.17% Diligent Investors, LLC 3Y 7Y 0.16% Stonebridge Financial Planning Group, LLC 3Y 0.14% DHJJ Financial Advisors, Ltd. 3Y 0.13%
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