DSEP — FIRST TR EXCHNG TRADED FD VI

Ownership history in Accel Wealth Management  ·  2 quarters on record

This page tracks every 13F SEC filing in which Accel Wealth Management reported a position in FIRST TR EXCHNG TRADED FD VI (DSEP). 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
0.18% (2025 Q3)
Avg. % of fund
0.17%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 13,482 -482 -3.5% 0.17% $605K $44.91
2025 Q3 INITIATED 13,964 — — 0.18% $617K $44.20
% of Fund (quarterly)    DSEP price (monthly, adj. close)

Other funds also holding DSEP

As of 2025 Q4 — sorted by position size

Spectrum Asset Management, Inc. (NB/CA) 3Y 7Y 3.89% OGOREK ANTHONY JOSEPH /NY/ /ADV 3Y 7Y 0.96% CASCADE INVESTMENT GROUP, INC. 3Y 0.78% Maia Wealth LLC 0.51% Integrity Financial Corp /WA 3Y 0.43% ARBOR CAPITAL MANAGEMENT INC /ADV 3Y 0.35% Ignite Planners, LLC 3Y 0.27% Schwallier Wealth Management LLC 0.23% Financial Guidance Group, Inc. 3Y 0.18% FOUNDERS FINANCIAL SECURITIES LLC 3Y 7Y 0.16%
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