DSEP β€” FIRST TR EXCHNG TRADED FD VI

Ownership history in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC  Β·  5 quarters on record

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported FIRST TR EXCHNG TRADED FD VI (DSEP) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. The latest visible filing shows DSEP at 0.00% 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.

What this DSEP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEALTH ENHANCEMENT ADVISORY SERVICES, 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 Q1

DSEP was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

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

Time in book
Holding Window
2025 Q1 to 2026 Q1

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.

How WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held DSEP β€” position size vs. price
% of Fund (quarterly)    DSEP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 11,839 β€” 0% 0.00% $523K 2026-04-08 $44.93
2025 Q4 ADDED 11,839 +100 +0.9% 0.00% $534K 2026-01-08 $45.10
2025 Q3 UNCHANGED 11,739 β€” 0% 0.00% $519K 2025-10-29 $44.67
2025 Q2 REDUCED 11,739 -875 -6.9% 0.00% $500K 2025-07-10 $42.66
2025 Q1 INITIATED 12,614 β€” β€” 0.00% $500K 2025-04-16 $38.39

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and DSEP

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

How long has WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported owning DSEP?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported DSEP across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported DSEP position in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio?

The largest reported portfolio weight for DSEP was 0.00% in 2026 Q1.

What is the latest reported DSEP position on this page?

The most recent filing on this page is 2026 Q1, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 11,839 shares, equal to 0.00% of portfolio, with an estimated market value of $523K.

What does the chart on this DSEP ownership page compare?

The chart compares WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's quarterly DSEP 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.

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