Ownership history in SMART Wealth LLC · 6 quarters on record
This page tracks every 13F SEC filing in which SMART Wealth LLC reported a position in FIRST TR EXCHNG TRADED FD VI (DAPR). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 32,148 | -2,036 | -6.0% | 0.39% | $1.3M | $39.35 |
| 2025 Q3 | REDUCED | 34,184 | -1,953 | -5.4% | 0.50% | $1.3M | $38.64 |
| 2025 Q2 | REDUCED | 36,137 | -1,097 | -2.9% | 0.43% | $1.4M | $37.71 |
| 2025 Q1 | REDUCED | 37,234 | -9,735 | -20.7% | 0.50% | $1.4M | $37.22 |
| 2024 Q4 | REDUCED | 46,969 | -77,978 | -62.4% | 0.62% | $1.7M | $37.21 |
| 2024 Q3 | INITIATED | 124,947 | — | — | 2.77% | $3.7M | $36.48 |
As of 2025 Q4 — sorted by position size