DNOV — FIRST TR EXCHNG TRADED FD VI

Ownership history in Castleview Partners, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Castleview Partners, LLC reported a position in FIRST TR EXCHNG TRADED FD VI (DNOV). 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
0.83% (2025 Q1)
Avg. % of fund
0.73%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 25,860 -936 -3.5% 0.63% $1.3M $48.84
2025 Q3 REDUCED 26,796 -77 -0.3% 0.68% $1.3M $46.82
2025 Q2 REDUCED 26,873 -2,247 -7.7% 0.77% $1.2M $44.69
2025 Q1 INITIATED 29,120 — — 0.83% $1.2M $41.92
% of Fund (quarterly)    DNOV price (monthly, adj. close)

Other funds also holding DNOV

As of 2025 Q4 — sorted by position size

Benson Wealth Management INC 5.66% OGOREK ANTHONY JOSEPH /NY/ /ADV 3Y 7Y 2.5% Echo Wealth Management, LLC 3Y 1.21% Tanglewood Legacy Advisors, LLC 3Y 1.16% PRECEDENT WEALTH PARTNERS, LLC 0.67% Encompass More Asset Management 0.6% ASHTON THOMAS SECURITIES, LLC 0.51% Spectrum Asset Management, Inc. (NB/CA) 3Y 7Y 0.46% Financial Network Wealth Advisors LLC 0.42% ARBOR CAPITAL MANAGEMENT INC /ADV 3Y 0.42%
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