DAUG — FIRST TR EXCHNG TRADED FD VI

Ownership history in Integrated Wealth Concepts LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in FIRST TR EXCHNG TRADED FD VI (DAUG). 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.

Peak position
0.01% (2021 Q4)
Avg. % of fund
0.01%
First filed
2021 Q4
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 15,195 +7,119 +88.2% 0.01% $663K $43.63
2021 Q4 INITIATED 8,076 — — 0.01% $285K $35.34
% of Fund (quarterly)    DAUG price (monthly, adj. close)

Other funds also holding DAUG

As of 2025 Q4 — sorted by position size

Hartford Financial Management Inc. 3Y 7Y 1.86% MinichMacGregor Wealth Management, LLC 3Y 7Y 1.65% Camelot Portfolios, LLC 3Y 7Y 0.66% Sage Capital Advisors,llc 3Y 7Y 0.66% Integrity Financial Corp /WA 3Y 0.58% TopTier Wealth Management, LLC 0.47% Ritter Daniher Financial Advisory LLC / DE 3Y 0.4% ARBOR CAPITAL MANAGEMENT INC /ADV 3Y 0.38% WEALTHGARDEN F.S. LLC 0.28% Foguth Wealth Management, LLC. 0.24%
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