DMAY — FIRST TR EXCHNG TRADED FD VI

Ownership history in Schwallier Wealth Management LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Schwallier Wealth Management LLC reported a position in FIRST TR EXCHNG TRADED FD VI (DMAY). 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
0.23% (2025 Q4)
Avg. % of fund
0.22%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 7,901 -138 -1.7% 0.23% $359K $45.24
2025 Q3 REDUCED 8,039 -53 -0.7% 0.22% $356K $44.32
2025 Q2 INITIATED 8,092 — — 0.21% $346K $42.81
% of Fund (quarterly)    DMAY price (monthly, adj. close)

Other funds also holding DMAY

As of 2025 Q4 — sorted by position size

Spectrum Asset Management, Inc. (NB/CA) 3Y 7Y 2.04% Tanglewood Legacy Advisors, LLC 3Y 1.78% PRECEDENT WEALTH PARTNERS, LLC 1.08% TopTier Wealth Management, LLC 0.85% Integrity Financial Corp /WA 3Y 0.55% OGOREK ANTHONY JOSEPH /NY/ /ADV 3Y 7Y 0.47% JIM SAULNIER & ASSOCIATES, LLC 0.31% WETZEL INVESTMENT ADVISORS, INC. 0.28% ARBOR CAPITAL MANAGEMENT INC /ADV 3Y 0.26% Santori & Peters, Inc. 3Y 7Y 0.23%
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