DMAR — FIRST TR EXCHNG TRADED FD VI

Ownership history in UPTICK PARTNERS, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which UPTICK PARTNERS, LLC reported a position in FIRST TR EXCHNG TRADED FD VI (DMAR). 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
0.43% (2025 Q2)
Avg. % of fund
0.32%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 36,166 -1,960 -5.1% 0.32% $1.5M $41.65
2025 Q3 UNCHANGED 38,126 — 0% 0.41% $1.6M $40.77
2025 Q2 ADDED 38,126 +19,932 +109.6% 0.43% $1.5M $39.57
2025 Q1 UNCHANGED 18,194 — 0% 0.23% $686K $37.68
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DMAR price (monthly, adj. close)

Other funds also holding DMAR

As of 2025 Q4 — sorted by position size

Spectrum Asset Management, Inc. (NB/CA) 3Y 7Y 3.26% Integrity Financial Corp /WA 3Y 0.62% WETZEL INVESTMENT ADVISORS, INC. 0.58% Legacy Capital Wealth Partners, LLC 3Y 0.37% Schulz Wealth, LTD. 0.36% Maltin Wealth Management, Inc. 3Y 0.33% Ignite Planners, LLC 3Y 0.26% Foguth Wealth Management, LLC. 0.25% FSB PREMIER WEALTH MANAGEMENT, INC. 3Y 0.24% VestGen Investment Management 3Y 7Y 0.24%
← Back to UPTICK PARTNERS, LLC Holdings