Echo Wealth Management, LLC DMAR β€” FIRST TR EXCHNG TRADED FD VI

Ownership history in Echo Wealth Management, LLC  Β·  5 quarters on record

AI Ownership Summary

Echo Wealth Management, LLC reported FIRST TR EXCHNG TRADED FD VI (DMAR) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.19% in 2025 Q2. The latest visible filing shows DMAR at 0.12% 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 DMAR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Echo Wealth Management, LLC'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

DMAR was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% 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.

How Echo Wealth Management, LLC held DMAR β€” position size vs. price
% of Fund (quarterly)    DMAR 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€” 4,995 -1,000 -16.7% 0.12% $212K 2026-04-21 $43.74
2025 Q4 UNCHANGED β€” β€” β€” 5,995 β€” 0% 0.15% $250K 2026-01-22 $41.81
2025 Q3 REDUCED 24.7% +2.2% ❌ 5,995 -1,970 -24.7% 0.14% $244K 2025-10-22 $40.87
2025 Q2 ADDED β€” β€” β€” 7,965 +1,570 +24.6% 0.19% $315K 2025-07-22 $39.84
2025 Q1 INITIATED β€” β€” β€” 6,395 β€” β€” 0.16% $241K 2025-04-22 $36.62

FAQ About Echo Wealth Management, LLC and DMAR

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

How long has Echo Wealth Management, LLC reported owning DMAR?

Echo Wealth Management, LLC reported DMAR across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported DMAR position in Echo Wealth Management, LLC's portfolio?

The largest reported portfolio weight for DMAR was 0.19% in 2025 Q2.

What is the latest reported DMAR position on this page?

The most recent filing on this page is 2026 Q1, when Echo Wealth Management, LLC reported 4,995 shares, equal to 0.12% of portfolio, with an estimated market value of $212K.

What does the chart on this DMAR ownership page compare?

The chart compares Echo Wealth Management, LLC's quarterly DMAR 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 Echo Wealth Management, LLC time their DMAR position?

Based on 13F filing dates vs. subsequent DMAR price moves, Echo Wealth Management, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on DMAR relative to SPY over the holding period was -13.8%.

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