DHJJ Financial Advisors, Ltd. RNEM — FIRST TR EXCHANGE-TRADED FD

Ownership history in DHJJ Financial Advisors, Ltd.  ·  9 quarters on record

AI Ownership Summary

DHJJ Financial Advisors, Ltd. reported FIRST TR EXCHANGE-TRADED FD (RNEM) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. The latest visible filing shows RNEM at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RNEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DHJJ Financial Advisors, Ltd.'s position in FIRST TR EXCHANGE-TRADED FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

RNEM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

RNEM stock page DHJJ Financial Advisors, Ltd. fund profile DHJJ Financial Advisors, Ltd. full holdings
How DHJJ Financial Advisors, Ltd. held RNEM — position size vs. price
% of Fund (quarterly)    RNEM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 15 — 0% 0.00% $813 2026-04-09 $56.83
2025 Q4 UNCHANGED — — — 15 — 0% 0.00% $831 2026-01-23 $56.79
2025 Q3 UNCHANGED — — — 15 — 0% 0.00% $812 2025-10-20 $55.00
2025 Q2 UNCHANGED — — — 15 — 0% 0.00% $829 2025-07-21 $54.13
2025 Q1 UNCHANGED — — — 15 — 0% 0.00% $770 2025-04-18 $49.67
2024 Q4 UNCHANGED — — — 15 — 0% 0.00% $739 2025-01-30 $48.80
2024 Q3 UNCHANGED — — — 15 — 0% 0.00% $828 2024-10-22 $50.86
2024 Q2 ADDED — — — 15 +13 +650.0% 0.00% $790 2024-07-12 $50.99
2024 Q1 INITIATED — — — 2 — — 0.00% $104 2024-04-11 $48.80

🏢 Other funds also holding RNEM

As of 2026 Q1 — sorted by position size

Tidemark, LLC 1.35% Cyndeo Wealth Partners, LLC 3Y 0.01% OLD MISSION CAPITAL LLC 3Y 7Y 0.01% NBC SECURITIES, INC. 0.0% O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3Y 7Y 0.0% LPL Financial LLC 3Y 7Y 0.0% OSAIC HOLDINGS, INC. 3Y 0.0% CITADEL ADVISORS LLC 3Y 7Y 0.0% SUSQUEHANNA INTERNATIONAL GROUP, LLP 3Y 7Y 0.0% JANE STREET GROUP, LLC 3Y 7Y 0.0%

FAQ About DHJJ Financial Advisors, Ltd. and RNEM

These are the practical questions this page is built to answer before you even open the full history table.

How long has DHJJ Financial Advisors, Ltd. reported owning RNEM?

DHJJ Financial Advisors, Ltd. reported RNEM across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported RNEM position in DHJJ Financial Advisors, Ltd.'s portfolio?

The largest reported portfolio weight for RNEM was 0.00% in 2024 Q2.

What is the latest reported RNEM position on this page?

The most recent filing on this page is 2026 Q1, when DHJJ Financial Advisors, Ltd. reported 15 shares, equal to 0.00% of portfolio, with an estimated market value of $813.

What does the chart on this RNEM ownership page compare?

The chart compares DHJJ Financial Advisors, Ltd.'s quarterly RNEM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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