SMART Wealth LLC DHDG — FIRST TR EXCHNG TRADED FD VI

Ownership history in SMART Wealth LLC  ·  5 quarters on record

AI Ownership Summary

SMART Wealth LLC reported FIRST TR EXCHNG TRADED FD VI (DHDG) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 4.19% in 2025 Q1. The latest visible filing shows DHDG at 1.55% 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 DHDG ownership page tells you

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

DHDG was reported at 1.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.19% in 2025 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.

DHDG stock page SMART Wealth LLC fund profile SMART Wealth LLC full holdings
How SMART Wealth LLC held DHDG — position size vs. price
% of Fund (quarterly)    DHDG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 156,939 -2,037 -1.3% 1.55% $5.3M 2026-04-23 $35.39
2025 Q4 REDUCED 9.2% -1.1% ✅ 158,976 -16,030 -9.2% 1.65% $5.4M 2026-01-26 $34.61
2025 Q3 REDUCED 11.5% +3.5% ❌ 175,006 -22,650 -11.5% 2.18% $5.8M 2025-11-07 $33.43
2025 Q2 REDUCED 49.0% +3.7% ❌ 197,656 -190,278 -49.0% 1.98% $6.3M 2025-08-13 $32.41
2025 Q1 INITIATED — — — 387,934 — — 4.19% $11.7M 2025-04-29 $30.85

🏢 Other funds also holding DHDG

As of 2026 Q1 — sorted by position size

Maia Wealth LLC 0.35% AXXCESS WEALTH MANAGEMENT, LLC 3Y 0.15% Capital Investment Advisory Services, LLC 3Y 7Y 0.09% Cambridge Advisors Inc. 3Y 7Y 0.06% Sigma Planning Corp 3Y 7Y 0.03% INDEPENDENT FINANCIAL GROUP, LLC 0.02% Noble Wealth Management PBC 0.01% N.E.W. Advisory Services LLC 3Y 0.01% MML INVESTORS SERVICES, LLC 3Y 7Y 0.0% ENVESTNET ASSET MANAGEMENT INC 3Y 7Y 0.0%

FAQ About SMART Wealth LLC and DHDG

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

How long has SMART Wealth LLC reported owning DHDG?

SMART Wealth LLC reported DHDG across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported DHDG position in SMART Wealth LLC's portfolio?

The largest reported portfolio weight for DHDG was 4.19% in 2025 Q1.

What is the latest reported DHDG position on this page?

The most recent filing on this page is 2026 Q1, when SMART Wealth LLC reported 156,939 shares, equal to 1.55% of portfolio, with an estimated market value of $5.3M.

What does the chart on this DHDG ownership page compare?

The chart compares SMART Wealth LLC's quarterly DHDG 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.

How well did SMART Wealth LLC time their DHDG position?

Based on 13F filing dates vs. subsequent DHDG price moves, SMART Wealth LLC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on DHDG relative to SPY over the holding period was -11.4%.

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