DHDG — FIRST TR EXCHNG TRADED FD VI

Ownership history in SMART Wealth LLC  ·  4 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 (DHDG). 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
4.19% (2025 Q1)
Avg. % of fund
2.5%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 158,976 -16,030 -9.2% 1.65% $5.4M $34.01
2025 Q3 REDUCED 175,006 -22,650 -11.5% 2.18% $5.8M $33.03
2025 Q2 REDUCED 197,656 -190,278 -49.0% 1.98% $6.3M $31.86
2025 Q1 INITIATED 387,934 — — 4.19% $11.7M $30.17
% of Fund (quarterly)    DHDG price (monthly, adj. close)

Other funds also holding DHDG

As of 2025 Q4 — sorted by position size

Bullseye Investment Management, LLC 3Y 3.89% Maia Wealth LLC 0.37% Cambridge Advisors Inc. 3Y 7Y 0.06% Arax Advisory Partners 3Y 7Y 0.01% OLD MISSION CAPITAL LLC 3Y 7Y 0.01% N.E.W. Advisory Services LLC 3Y 0.01% Cetera Investment Advisers 3Y 7Y 0.0% AE Wealth Management LLC 3Y 7Y 0.0% Kestra Advisory Services, LLC 3Y 0.0% SUSQUEHANNA INTERNATIONAL GROUP, LLP 3Y 7Y 0.0%
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