DMAR — FIRST TR EXCHNG TRADED FD VI

Ownership history in BEACON FINANCIAL GROUP  ·  5 quarters on record

This page tracks every 13F SEC filing in which BEACON FINANCIAL GROUP reported a position in FIRST TR EXCHNG TRADED FD VI (DMAR). 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% (2024 Q2)
Avg. % of fund
0.04%
First filed
2024 Q2
Last filed
2025 Q2
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 UNCHANGED 10,000 — 0% 0.04% $396K $39.57
2025 Q1 UNCHANGED 10,000 — 0% 0.04% $377K $37.68
2024 Q4 REDUCED 10,000 -1,000 -9.1% 0.04% $382K $38.17
2024 Q3 UNCHANGED 11,000 — 0% 0.04% $411K $37.34
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DMAR price (monthly, adj. close)

Other funds also holding DMAR

As of 2025 Q4 — sorted by position size

Spectrum Asset Management, Inc. (NB/CA) 3Y 7Y 3.26% Integrity Financial Corp /WA 3Y 0.62% WETZEL INVESTMENT ADVISORS, INC. 0.58% Legacy Capital Wealth Partners, LLC 3Y 0.37% Schulz Wealth, LTD. 0.36% Maltin Wealth Management, Inc. 3Y 0.33% UPTICK PARTNERS, LLC 0.32% Ignite Planners, LLC 3Y 0.26% Foguth Wealth Management, LLC. 0.25% FSB PREMIER WEALTH MANAGEMENT, INC. 3Y 0.24%
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