Ignite Planners, LLC DSEP — FIRST TR EXCHNG TRADED FD VI

Ownership history in Ignite Planners, LLC  ·  15 quarters on record

AI Ownership Summary

Ignite Planners, LLC reported FIRST TR EXCHNG TRADED FD VI (DSEP) in 15 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.43% in 2024 Q1. The latest visible filing shows DSEP at 0.25% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DSEP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ignite Planners, 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 Q2

DSEP was reported at 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.43% in 2024 Q1

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 Q2

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.

DSEP stock page Ignite Planners, LLC fund profile Ignite Planners, LLC full holdings
How Ignite Planners, LLC held DSEP — position size vs. price
% of Fund (quarterly)    DSEP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 38,301 — 0% 0.25% $1.8M 2026-07-23 $47.45
2026 Q1 UNCHANGED — — — 38,301 — 0% 0.26% $1.7M 2026-04-17 $46.11
2025 Q4 ADDED — — — 38,301 +454 +1.2% 0.27% $1.7M 2026-02-06 $45.27
2025 Q3 ADDED — — — 37,847 +6,728 +21.6% 0.27% $1.7M 2025-10-08 $44.36
2025 Q2 UNCHANGED — — — 31,119 — 0% 0.23% $1.3M 2025-07-23 $43.03
2025 Q1 REDUCED — — — 31,119 -978 -3.0% 0.24% $1.2M 2025-05-06 $39.77
2024 Q4 ADDED — — — 32,097 +2,145 +7.2% 0.29% $1.3M 2025-01-14 $40.46
2024 Q3 REDUCED 24.8% +1.5% ❌ 29,952 -9,864 -24.8% 0.27% $1.2M 2024-10-07 $39.78
2024 Q2 UNCHANGED — — — 39,816 — 0% 0.38% $1.6M 2024-07-12 $39.32
2024 Q1 UNCHANGED — — — 39,816 — 0% 0.43% $1.5M 2024-04-12 $37.90
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DSEP

As of 2026 Q2 — sorted by position size

WINNACLE WEALTH LLC 3.55% LifeWealth Investments, LLC 0.71% Nova Wealth Management, Inc. 0.45% LEGACY SOLUTIONS, LLC 0.43% CASCADE INVESTMENT GROUP, INC. 3Y 0.24% EVOLUTION WEALTH MANAGEMENT INC. 0.18% Financial Guidance Group, Inc. 3Y 0.18% Accel Wealth Management 3Y 0.12% PRECEDENT WEALTH PARTNERS, LLC 0.12% Wealth Group Ltd 0.1%

FAQ About Ignite Planners, LLC and DSEP

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

How long has Ignite Planners, LLC reported owning DSEP?

Ignite Planners, LLC reported DSEP across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported DSEP position in Ignite Planners, LLC's portfolio?

The largest reported portfolio weight for DSEP was 0.43% in 2024 Q1.

What is the latest reported DSEP position on this page?

The most recent filing on this page is 2026 Q2, when Ignite Planners, LLC reported 38,301 shares, equal to 0.25% of portfolio, with an estimated market value of $1.8M.

What does the chart on this DSEP ownership page compare?

The chart compares Ignite Planners, LLC's quarterly DSEP 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 Ignite Planners, LLC time their DSEP position?

Based on 13F filing dates vs. subsequent DSEP price moves, Ignite Planners, LLC correctly timed 4 out of 10 reported position changes (40%). The annualised alpha on DSEP relative to SPY over the holding period was -6.6%.

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