Ownership history in Echo Wealth Management, LLC · 13 quarters on record
This page tracks every 13F SEC filing in which Echo Wealth Management, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 42,346 | -10,647 | -20.1% | 1.21% | $2.1M | $48.84 |
| 2025 Q3 | ADDED | 52,993 | +3,989 | +8.1% | 1.45% | $2.5M | $46.82 |
| 2025 Q2 | ADDED | 49,004 | +6,377 | +15.0% | 1.34% | $2.2M | $44.69 |
| 2025 Q1 | ADDED | 42,627 | +2,833 | +7.1% | 1.21% | $1.8M | $41.92 |
As of 2025 Q4 — sorted by position size