FIRST TR EXCHANGE-TRADED FD's ticker is DALI and the CUSIP is 33738R712. A total of 23 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,000 | -3.8% | 1,000 | 0.0% | 0.00% | – |
| Q2 2023 | $26,000 | +4.0% | 1,000 | 0.0% | 0.00% | – |
| Q1 2023 | $25,000 | +4.2% | 1,000 | 0.0% | 0.00% | – |
| Q4 2022 | $24,000 | 0.0% | 1,000 | 0.0% | 0.00% | – |
| Q3 2022 | $24,000 | -4.0% | 1,000 | 0.0% | 0.00% | – |
| Q2 2022 | $25,000 | -7.4% | 1,000 | 0.0% | 0.00% | – |
| Q1 2022 | $27,000 | 0.0% | 1,000 | 0.0% | 0.00% | – |
| Q4 2021 | $27,000 | +8.0% | 1,000 | 0.0% | 0.00% | – |
| Q3 2021 | $25,000 | 0.0% | 1,000 | 0.0% | 0.00% | – |
| Q2 2021 | $25,000 | +4.2% | 1,000 | 0.0% | 0.00% | – |
| Q1 2021 | $24,000 | -20.0% | 1,000 | -28.0% | 0.00% | – |
| Q4 2020 | $30,000 | +20.0% | 1,389 | -0.4% | 0.00% | – |
| Q3 2020 | $25,000 | +4.2% | 1,394 | 0.0% | 0.00% | – |
| Q2 2020 | $24,000 | -47.8% | 1,394 | -49.5% | 0.00% | – |
| Q1 2020 | $46,000 | -95.2% | 2,763 | -94.0% | 0.00% | – |
| Q4 2019 | $966,000 | +2.0% | 45,733 | -4.0% | 0.00% | – |
| Q3 2019 | $947,000 | -1.0% | 47,641 | +1.4% | 0.00% | – |
| Q2 2019 | $957,000 | +8.3% | 46,968 | +6.7% | 0.00% | – |
| Q1 2019 | $884,000 | +31.7% | 44,026 | +11.0% | 0.00% | – |
| Q4 2018 | $671,000 | -14.7% | 39,646 | +6.3% | 0.00% | – |
| Q3 2018 | $787,000 | +21.6% | 37,286 | +15.3% | 0.00% | – |
| Q2 2018 | $647,000 | – | 32,346 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strid Group, LLC | 4,199,317 | $106,453,000 | 24.54% |
| Anfield Capital Management, LLC | 86,456 | $2,192,000 | 0.99% |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 14,190 | $360,000 | 0.27% |
| Fortis Advisors, LLC | 2,399 | $61,000 | 0.04% |
| PRIVATE TRUST CO NA | 9,156 | $232,000 | 0.04% |
| Veritable, L.P. | 50,925 | $1,291,000 | 0.02% |
| Sigma Planning Corp | 17,705 | $449,000 | 0.02% |
| LPL Financial LLC | 606,899 | $15,385,000 | 0.02% |
| Kestra Advisory Services, LLC | 56,285 | $1,427,000 | 0.02% |
| Raymond James Financial Services Advisors, Inc. | 149,279 | $3,784,000 | 0.01% |