UPTICK PARTNERS, LLC GDEC — FIRST TR EXCHNG TRADED FD VI

Ownership history in UPTICK PARTNERS, LLC  ·  8 quarters on record

AI Ownership Summary

UPTICK PARTNERS, LLC reported FIRST TR EXCHNG TRADED FD VI (GDEC) in 8 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.19% in 2024 Q4. The latest visible filing shows GDEC at 0.14% 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 UPTICK PARTNERS, 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

GDEC was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2024 Q4

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

Time in book
Holding Window
2024 Q1 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.

GDEC stock page UPTICK PARTNERS, LLC fund profile UPTICK PARTNERS, LLC full holdings
How UPTICK PARTNERS, LLC 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 19,023 -463 -2.4% 0.14% $704K 2026-05-04 $39.01
2025 Q4 ADDED — — — 19,486 +821 +4.4% 0.16% $737K 2026-02-02 $38.17
2025 Q3 UNCHANGED — — — 18,665 — 0% 0.18% $685K 2025-11-04 $36.96
2025 Q2 ADDED — — — 18,665 +2,000 +12.0% 0.19% $656K 2025-07-28 $35.80
2025 Q1 ADDED — — — 16,665 +980 +6.2% 0.19% $552K 2025-04-24 $32.67
2024 Q4 ADDED — — — 15,685 +9,235 +143.2% 0.19% $529K 2025-01-24 $34.41
2024 Q2 UNCHANGED — — — 6,450 — 0% 0.16% $204K 2024-07-22 $32.63
2024 Q1 INITIATED — — — 6,450 — — 0.16% $204K 2024-05-01 $31.21

🏢 Other funds also holding GDEC

As of 2026 Q1 — sorted by position size

NEW WAVE WEALTH ADVISORS LLC 2.78% Archer Investment Corp 3Y 2.67% Tanglewood Legacy Advisors, LLC 3Y 0.57% Catalina Capital Group, LLC 0.34% SUMMIT WEALTH GROUP LLC / CO 0.21% Sequent Planning LLC 0.15% Chris Bulman Inc 0.12% Madrona Financial Services, LLC 3Y 7Y 0.12% DHJJ Financial Advisors, Ltd. 3Y 0.11% FOUNDERS FINANCIAL SECURITIES LLC 3Y 7Y 0.11%

FAQ About UPTICK PARTNERS, LLC and GDEC

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

How long has UPTICK PARTNERS, LLC reported owning GDEC?

UPTICK PARTNERS, LLC reported GDEC across 8 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported GDEC position in UPTICK PARTNERS, LLC's portfolio?

The largest reported portfolio weight for GDEC was 0.19% in 2024 Q4.

What is the latest reported GDEC position on this page?

The most recent filing on this page is 2026 Q1, when UPTICK PARTNERS, LLC reported 19,023 shares, equal to 0.14% of portfolio, with an estimated market value of $704K.

What does the chart on this GDEC ownership page compare?

The chart compares UPTICK PARTNERS, LLC'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.

How well did UPTICK PARTNERS, LLC time their GDEC position?

Based on 13F filing dates vs. subsequent GDEC price moves, UPTICK PARTNERS, LLC correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on GDEC relative to SPY over the holding period was -7.9%.

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