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DAUGDAUG
3 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in FIRST TR EXCHNG TRADED FD VI

EP Wealth Advisors, LLC holds 7,077 shares of DAUG (FIRST TR EXCHNG TRADED FD VI), worth $331,538 as of 2026-Q2. The position was increased (+50.6% shares). DAUG represents 0.0% of EP Wealth Advisors, LLC's portfolio.

Current Value

$331,538

Current Shares

7,077

Total Value Change

+$123,121

Total Shares Change

+2,377

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
7,077
+50.6%
$331,5380.0%$46.85
33
2026-Q1
Unchanged
4,700
0.0%
$204,6970.0%$44.42
0
2025-Q4
New
4,700
-
$208,4170.0%$44.51
32

Other major holders of DAUG: OSAIC HOLDINGS, INC., COMMONWEALTH EQUITY SERVICES, LLC

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