Ownership history in DAGCO, INC. Β· 6 quarters on record
This page tracks every 13F SEC filing in which DAGCO, INC. reported a position in FIRST TR EXCHANGE TRADED FD (SDVY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π DAGCO, INC. underperformed the S&P 500 by β9.7% annually on this SDVY position. Timing score: 60% (3/5 decisions correct). Average cost basis: $35.59. Maximum drawdown during holding period: β7.1%.
β Significantly underperformed the S&P 500 by 9.7% ann.
5 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
3 of 5 add/trim decisions correct
Best entry: $33.19 (2025 Q1) Β· Worst: $38.32 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
6 adds Β· 0 trims. Bought during 2 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 3.28% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size