Cypress Wealth Services, LLC DAPR β€” FIRST TR EXCHNG TRADED FD VI

Ownership history in Cypress Wealth Services, LLC  Β·  8 quarters on record

AI Ownership Summary

Cypress Wealth Services, LLC reported FIRST TR EXCHNG TRADED FD VI (DAPR) in 8 quarterly 13F filings from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 0.11% in 2026 Q2. The latest visible filing shows DAPR at 0.11% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DAPR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cypress Wealth 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 Q2

DAPR was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2026 Q2

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

Time in book
Holding Window
2026 Q2 to 2026 Q2

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.

DAPR stock page Cypress Wealth Services, LLC fund profile Cypress Wealth Services, LLC full holdings
How Cypress Wealth Services, LLC held DAPR β€” position size vs. price
% of Fund (quarterly)    DAPR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 22,848 +5,537 +32.0% 0.11% $934K 2026-07-13 $40.98
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding DAPR

As of 2026 Q2 β€” sorted by position size

Commonwealth Financial Services, LLC 3Y 7Y 0.27% Ritter Daniher Financial Advisory LLC / DE 3Y 0.27% Nova Wealth Management, Inc. 0.2% TopTier Wealth Management, LLC 0.16% TrueWealth Advisors, LLC 3Y 0.1% Quad-Cities Investment Group, LLC 3Y 7Y 0.07% LVZ, Inc. 3Y 7Y 0.06% First Heartland Consultants, Inc. 3Y 7Y 0.02% RFG Advisory, LLC 3Y 7Y 0.01% Brookstone Capital Management 3Y 7Y 0.0%

FAQ About Cypress Wealth Services, LLC and DAPR

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

How long has Cypress Wealth Services, LLC reported owning DAPR?

Cypress Wealth Services, LLC reported DAPR across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported DAPR position in Cypress Wealth Services, LLC's portfolio?

The largest reported portfolio weight for DAPR was 0.11% in 2026 Q2.

What is the latest reported DAPR position on this page?

The most recent filing on this page is 2026 Q2, when Cypress Wealth Services, LLC reported 22,848 shares, equal to 0.11% of portfolio, with an estimated market value of $934K.

What does the chart on this DAPR ownership page compare?

The chart compares Cypress Wealth Services, LLC's quarterly DAPR 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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