FDEC — FIRST TR EXCHNG TRADED FD VI

Ownership history in WealthPLAN Partners, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which WealthPLAN Partners, LLC reported a position in FIRST TR EXCHNG TRADED FD VI (FDEC). 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
0.05% (2025 Q3)
Avg. % of fund
0.05%
First filed
2025 Q3
Last filed
2025 Q3
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 6,423 — — 0.05% $316K $49.24
% of Fund (quarterly)    FDEC price (monthly, adj. close)

Other funds also holding FDEC

As of 2025 Q4 — sorted by position size

Griffith & Werner, Inc. 16.77% Schulz Wealth, LTD. 4.86% NovaPoint Capital, LLC 3Y 1.16% FWG Investments, LLC. 1.09% Integrity Financial Corp /WA 3Y 0.82% Bullseye Investment Management, LLC 3Y 0.67% Harvest Investment Services, LLC 3Y 7Y 0.63% 1776 Wealth LLC 3Y 0.62% Catalina Capital Group, LLC 0.59% VestGen Investment Management 3Y 7Y 0.58%
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