DHJJ Financial Advisors, Ltd. RSMR β€” FIRST TR EXCHNG TRADED FD VI

Ownership history in DHJJ Financial Advisors, Ltd.  Β·  5 quarters on record

AI Ownership Summary

DHJJ Financial Advisors, Ltd. reported FIRST TR EXCHNG TRADED FD VI (RSMR) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.04% in 2025 Q2. The latest visible filing shows RSMR at 0.03% 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 RSMR 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 EXCHNG TRADED FD VI, 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

RSMR was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q2

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

Time in book
Holding Window
2025 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.

RSMR stock page DHJJ Financial Advisors, Ltd. fund profile DHJJ Financial Advisors, Ltd. full holdings
How DHJJ Financial Advisors, Ltd. held RSMR β€” position size vs. price
% of Fund (quarterly)    RSMR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 4,484 -56 -1.2% 0.03% $99K 2026-04-09 $22.67
2025 Q4 REDUCED 9.9% +0.9% ❌ 4,540 -497 -9.9% 0.03% $100K 2026-01-23 $22.33
2025 Q3 UNCHANGED β€” β€” β€” 5,037 β€” 0% 0.04% $108K 2025-10-20 $21.58
2025 Q2 ADDED β€” β€” β€” 5,037 +497 +10.9% 0.04% $105K 2025-07-21 $20.99
2025 Q1 INITIATED β€” β€” β€” 4,540 β€” β€” 0.04% $92K 2025-04-18 $19.29

🏒 Other funds also holding RSMR

As of 2026 Q2 β€” sorted by position size

Noble Wealth Management PBC 0.58%

FAQ About DHJJ Financial Advisors, Ltd. and RSMR

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 RSMR?

DHJJ Financial Advisors, Ltd. reported RSMR across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

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

The largest reported portfolio weight for RSMR was 0.04% in 2025 Q2.

What is the latest reported RSMR position on this page?

The most recent filing on this page is 2026 Q1, when DHJJ Financial Advisors, Ltd. reported 4,484 shares, equal to 0.03% of portfolio, with an estimated market value of $99K.

What does the chart on this RSMR ownership page compare?

The chart compares DHJJ Financial Advisors, Ltd.'s quarterly RSMR 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.

How well did DHJJ Financial Advisors, Ltd. time their RSMR position?

Based on 13F filing dates vs. subsequent RSMR price moves, DHJJ Financial Advisors, Ltd. correctly timed 2 out of 3 reported position changes (67%).

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