Signal Advisors Wealth, LLC DJUN — FIRST TR EXCHNG TRADED FD VI

Ownership history in Signal Advisors Wealth, LLC  ·  10 quarters on record

AI Ownership Summary

Signal Advisors Wealth, LLC reported FIRST TR EXCHNG TRADED FD VI (DJUN) in 10 quarterly 13F filings from 2024 Q3 through 2026 Q3. Peak portfolio weight reached 0.44% in 2024 Q3. The latest visible filing shows DJUN at 0.02% 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 DJUN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Signal Advisors Wealth, 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 Q3

DJUN was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.44% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 to 2026 Q3

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.

DJUN stock page Signal Advisors Wealth, LLC fund profile Signal Advisors Wealth, LLC full holdings
How Signal Advisors Wealth, LLC held DJUN — position size vs. price
% of Fund (quarterly)    DJUN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 10,945 — 0% 0.02% $548K 2026-10-13 $50.66
2026 Q2 REDUCED 60.1% +1.7% ❌ 10,945 -16,479 -60.1% 0.03% $539K 2026-08-04 $50.10
2026 Q1 ADDED — — — 27,424 +16,297 +146.5% 0.09% $1.3M 2026-04-17 $48.56
2025 Q4 ADDED — — — 11,127 +4,494 +67.8% 0.04% $527K 2026-01-13 $47.56
2025 Q3 REDUCED 42.2% +2.0% ❌ 6,633 -4,846 -42.2% 0.03% $308K 2025-10-10 $46.15
2025 Q2 REDUCED 78.7% +3.1% ❌ 11,479 -42,497 -78.7% 0.04% $517K 2025-07-10 $45.26
2025 Q1 REDUCED 23.6% +7.2% ❌ 53,976 -16,684 -23.6% 0.22% $2.3M 2025-04-11 $40.89
2024 Q4 REDUCED — — — 70,660 -1,889 -2.6% 0.35% $3.1M 2025-01-14 $43.11
2024 Q3 ADDED — — — 72,549 +57,645 +386.8% 0.44% $3.1M 2024-10-15 $42.74
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DJUN

As of 2026 Q3 — sorted by position size

Ignite Planners, LLC 3Y 0.25% Maltin Wealth Management, Inc. 3Y 0.17% First Heartland Consultants, Inc. 3Y 7Y 0.02% C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3Y 0.02% INDEPENDENT FINANCIAL GROUP, LLC 0.01% Farther Finance Advisors, LLC 3Y 0.0% CoreCap Advisors, LLC 3Y 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0%

FAQ About Signal Advisors Wealth, LLC and DJUN

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

How long has Signal Advisors Wealth, LLC reported owning DJUN?

Signal Advisors Wealth, LLC reported DJUN across 9 quarterly 13F filings, from 2024 Q3 through 2026 Q3.

What was the largest reported DJUN position in Signal Advisors Wealth, LLC's portfolio?

The largest reported portfolio weight for DJUN was 0.44% in 2024 Q3.

What is the latest reported DJUN position on this page?

The most recent filing on this page is 2026 Q3, when Signal Advisors Wealth, LLC reported 10,945 shares, equal to 0.02% of portfolio, with an estimated market value of $548K.

What does the chart on this DJUN ownership page compare?

The chart compares Signal Advisors Wealth, LLC's quarterly DJUN 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.

How well did Signal Advisors Wealth, LLC time their DJUN position?

Based on 13F filing dates vs. subsequent DJUN price moves, Signal Advisors Wealth, LLC correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on DJUN relative to SPY over the holding period was -7.8%.

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