LifeWealth Investments, LLC DNOV — FIRST TR EXCHNG TRADED FD VI

Ownership history in LifeWealth Investments, LLC  ·  6 quarters on record

AI Ownership Summary

LifeWealth Investments, LLC reported FIRST TR EXCHNG TRADED FD VI (DNOV) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.46% in 2024 Q4. The latest visible filing shows DNOV at 0.23% 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 DNOV ownership page tells you

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

DNOV was reported at 0.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.46% in 2024 Q4

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

Time in book
Holding Window
2024 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.

DNOV stock page LifeWealth Investments, LLC fund profile LifeWealth Investments, LLC full holdings
How LifeWealth Investments, LLC held DNOV — position size vs. price
% of Fund (quarterly)    DNOV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 16,242 — 0% 0.23% $778K 2026-04-21 $49.85
2025 Q4 UNCHANGED — — — 16,242 — 0% 0.25% $793K 2026-01-26 $49.18
2025 Q3 UNCHANGED — — — 16,242 — 0% 0.22% $760K 2025-10-20 $47.08
2025 Q2 UNCHANGED — — — 16,242 — 0% 0.24% $726K 2025-07-30 $45.46
2025 Q1 UNCHANGED — — — 16,242 — 0% 0.28% $681K 2025-04-21 $40.33
2024 Q4 INITIATED — — — 16,242 — — 0.46% $696K 2025-02-26 $43.35

🏢 Other funds also holding DNOV

As of 2026 Q1 — sorted by position size

Echo Wealth Management, LLC 3Y 1.94% Tanglewood Legacy Advisors, LLC 3Y 1.1% Nova Wealth Management, Inc. 0.83% PRECEDENT WEALTH PARTNERS, LLC 0.64% Castleview Partners, LLC 3Y 7Y 0.63% Spectrum Asset Management, Inc. (NB/CA) 3Y 7Y 0.43% ARBOR CAPITAL MANAGEMENT INC /ADV 3Y 0.39% Madrona Financial Services, LLC 3Y 7Y 0.33% EVOLUTION WEALTH MANAGEMENT INC. 0.24% Lakeridge Wealth Management LLC 0.22%

FAQ About LifeWealth Investments, LLC and DNOV

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

How long has LifeWealth Investments, LLC reported owning DNOV?

LifeWealth Investments, LLC reported DNOV across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported DNOV position in LifeWealth Investments, LLC's portfolio?

The largest reported portfolio weight for DNOV was 0.46% in 2024 Q4.

What is the latest reported DNOV position on this page?

The most recent filing on this page is 2026 Q1, when LifeWealth Investments, LLC reported 16,242 shares, equal to 0.23% of portfolio, with an estimated market value of $778K.

What does the chart on this DNOV ownership page compare?

The chart compares LifeWealth Investments, LLC's quarterly DNOV 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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