Investors Portfolio Services LLC DHDG β€” FIRST TR EXCHNG TRADED FD VI

Ownership history in Investors Portfolio Services LLC  Β·  2 quarters on record

AI Ownership Summary

Investors Portfolio Services LLC reported FIRST TR EXCHNG TRADED FD VI (DHDG) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 15.61% in 2026 Q1. The latest visible filing shows DHDG at 15.61% 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 DHDG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Investors Portfolio Services 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

DHDG was reported at 15.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
15.61% in 2026 Q1

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

Time in book
Holding Window
2025 Q4 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 Investors Portfolio Services LLC held DHDG β€” position size vs. price
% of Fund (quarterly)    DHDG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 500,724 +496,069 +10656.7% 15.61% $16.8M 2026-05-14 $36.11
2025 Q4 INITIATED β€” β€” β€” 4,655 β€” β€” 0.14% $158K 2026-02-09 $34.70

🏒 Other funds also holding DHDG

As of 2026 Q2 β€” sorted by position size

Noble Wealth Management PBC 0.01%

FAQ About Investors Portfolio Services LLC and DHDG

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

How long has Investors Portfolio Services LLC reported owning DHDG?

Investors Portfolio Services LLC reported DHDG across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported DHDG position in Investors Portfolio Services LLC's portfolio?

The largest reported portfolio weight for DHDG was 15.61% in 2026 Q1.

What is the latest reported DHDG position on this page?

The most recent filing on this page is 2026 Q1, when Investors Portfolio Services LLC reported 500,724 shares, equal to 15.61% of portfolio, with an estimated market value of $16.8M.

What does the chart on this DHDG ownership page compare?

The chart compares Investors Portfolio Services LLC's quarterly DHDG 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.

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