DFEB — FIRST TR EXCHNG TRADED FD VI

Ownership history in SMART Wealth LLC  ·  3 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 (DFEB). 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
1.09% (2025 Q3)
Avg. % of fund
0.98%
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 56,064 -6,012 -9.7% 0.82% $2.7M $47.72
2025 Q3 REDUCED 62,076 -11,784 -16.0% 1.09% $2.9M $46.54
2025 Q2 INITIATED 73,860 — — 1.03% $3.3M $44.65
% of Fund (quarterly)    DFEB price (monthly, adj. close)

Other funds also holding DFEB

As of 2025 Q4 — sorted by position size

Spectrum Asset Management, Inc. (NB/CA) 3Y 7Y 2.22% Camelot Portfolios, LLC 3Y 7Y 1.19% UPTICK PARTNERS, LLC 1.14% PRECEDENT WEALTH PARTNERS, LLC 0.9% Tanglewood Legacy Advisors, LLC 3Y 0.68% Integrity Financial Corp /WA 3Y 0.61% Oder Investment Management, LLC 3Y 0.58% Comprehensive Financial Consultants Institutional, Inc. 3Y 0.33% Lakeridge Wealth Management LLC 0.3% JIM SAULNIER & ASSOCIATES, LLC 0.25%
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