Ownership history in UPTICK PARTNERS, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which UPTICK PARTNERS, LLC reported a position in FIRST TR EXCHNG TRADED FD VI (XFEB). 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 Q4 | UNCHANGED | 8,010 | — | 0% | 0.06% | $286K | $35.72 |
| 2025 Q3 | UNCHANGED | 8,010 | — | 0% | 0.07% | $280K | $34.95 |
| 2025 Q2 | UNCHANGED | 8,010 | — | 0% | 0.08% | $272K | $33.92 |
| 2025 Q1 | ADDED | 8,010 | +1,671 | +26.4% | 0.09% | $258K | $32.20 |
| 2024 Q4 | UNCHANGED | 6,339 | — | 0% | 0.08% | $207K | $32.73 |
| 2024 Q3 | INITIATED | 6,339 | — | — | 0.09% | $204K | $32.11 |
As of 2025 Q4 — sorted by position size