FIRST TR EXCHANGE-TRADED FD's ticker is RNMC and the CUSIP is 33738R753.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $47,000 | -4.1% | 1,689 | -0.3% | 0.00% | – |
| Q2 2023 | $49,000 | +4.3% | 1,694 | 0.0% | 0.00% | – |
| Q1 2023 | $47,000 | +2.2% | 1,694 | -0.9% | 0.00% | – |
| Q4 2022 | $46,000 | +12.2% | 1,710 | +0.1% | 0.00% | – |
| Q3 2022 | $41,000 | -8.9% | 1,709 | -3.3% | 0.00% | – |
| Q2 2022 | $45,000 | -11.8% | 1,767 | +1.9% | 0.00% | – |
| Q1 2022 | $51,000 | -5.6% | 1,734 | -2.9% | 0.00% | – |
| Q4 2021 | $54,000 | +5.9% | 1,785 | 0.0% | 0.00% | – |
| Q3 2021 | $51,000 | -3.8% | 1,785 | -1.8% | 0.00% | – |
| Q2 2021 | $53,000 | +3.9% | 1,818 | 0.0% | 0.00% | – |
| Q1 2021 | $51,000 | +10.9% | 1,818 | -4.6% | 0.00% | – |
| Q4 2020 | $46,000 | +2.2% | 1,906 | -17.0% | 0.00% | – |
| Q3 2020 | $45,000 | 0.0% | 2,296 | -2.0% | 0.00% | – |
| Q2 2020 | $45,000 | +25.0% | 2,344 | +2.0% | 0.00% | – |
| Q1 2020 | $36,000 | +2.9% | 2,299 | +53.9% | 0.00% | – |
| Q4 2019 | $35,000 | +6.1% | 1,494 | 0.0% | 0.00% | – |
| Q3 2019 | $33,000 | +200.0% | 1,494 | +189.0% | 0.00% | – |
| Q2 2019 | $11,000 | – | 517 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FSB PREMIER WEALTH MANAGEMENT, INC. | 19,670 | $542,507 | 0.30% |
| LPL Financial LLC | 378,712 | $10,444,876 | 0.01% |
| OneDigital Investment Advisors LLC | 11,200 | $308,896 | 0.01% |
| Atria Wealth Solutions, Inc. | 9,819 | $270,800 | 0.00% |
| Global Retirement Partners, LLC | 2,107 | $56,699 | 0.00% |
| Geneos Wealth Management Inc. | 1,100 | $30,338 | 0.00% |
| HARBOUR INVESTMENTS, INC. | 857 | $23,636 | 0.00% |
| Mariner, LLC | 7,541 | $207,981 | 0.00% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |
| ROYAL BANK OF CANADA | 1,689 | $47,000 | 0.00% |