DSEP β€” FIRST TR EXCHNG TRADED FD VI

Ownership history in Maltin Wealth Management, Inc.  Β·  4 quarters on record

AI Ownership Summary

Maltin Wealth Management, Inc. reported FIRST TR EXCHNG TRADED FD VI (DSEP) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.12% in 2025 Q4. The latest visible filing shows DSEP at 0.11% 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 Maltin Wealth Management, Inc.'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

DSEP was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2025 Q4

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 Maltin Wealth Management, Inc. held DSEP β€” position size vs. price
% of Fund (quarterly)    DSEP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 6,831 β€” 0% 0.11% $300K 2026-04-21 $45.93
2025 Q4 REDUCED 6,831 -166,673 -96.1% 0.12% $307K 2026-01-15 $45.22
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Maltin Wealth Management, Inc. and DSEP

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

How long has Maltin Wealth Management, Inc. reported owning DSEP?

Maltin Wealth Management, Inc. reported DSEP across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported DSEP position in Maltin Wealth Management, Inc.'s portfolio?

The largest reported portfolio weight for DSEP was 0.12% in 2025 Q4.

What is the latest reported DSEP position on this page?

The most recent filing on this page is 2026 Q1, when Maltin Wealth Management, Inc. reported 6,831 shares, equal to 0.11% of portfolio, with an estimated market value of $300K.

What does the chart on this DSEP ownership page compare?

The chart compares Maltin Wealth Management, Inc.'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.

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