DAUG — FIRST TR EXCHNG TRADED FD VI

Ownership history in Advisory Services Network, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in FIRST TR EXCHNG TRADED FD VI (DAUG). 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 ADDED 385 +135 +54.0% 0.00% $17K $43.63
2023 Q4 UNCHANGED 250 — 0% 0.00% $9K $35.43
2023 Q1 UNCHANGED 250 — 0% 0.00% $8K $32.12
2022 Q4 UNCHANGED 250 — 0% 0.00% $8K $31.12
2021 Q2 REDUCED 250 -440 -63.8% 0.00% $9K $34.38
2020 Q4 UNCHANGED 690 — 0% 0.00% $23K $33.12
2020 Q3 INITIATED 690 — — 0.00% $22K $31.83
% of Fund (quarterly)    DAUG price (monthly, adj. close)

Other funds also holding DAUG

As of 2025 Q4 — sorted by position size

Hartford Financial Management Inc. 3Y 7Y 1.86% MinichMacGregor Wealth Management, LLC 3Y 7Y 1.65% Camelot Portfolios, LLC 3Y 7Y 0.66% Sage Capital Advisors,llc 3Y 7Y 0.66% Integrity Financial Corp /WA 3Y 0.58% TopTier Wealth Management, LLC 0.47% Ritter Daniher Financial Advisory LLC / DE 3Y 0.4% ARBOR CAPITAL MANAGEMENT INC /ADV 3Y 0.38% WEALTHGARDEN F.S. LLC 0.28% Foguth Wealth Management, LLC. 0.24%
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