FIRST TR EXCHANGE-TRADED FD's ticker is FMF and the CUSIP is 33739G103.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $811,000 | -14.0% | 16,558 | -16.1% | 0.00% | – |
Q2 2023 | $943,000 | -12.5% | 19,724 | -14.0% | 0.00% | – |
Q1 2023 | $1,078,000 | -15.6% | 22,923 | -14.6% | 0.00% | – |
Q4 2022 | $1,277,000 | +163.3% | 26,832 | +184.5% | 0.00% | – |
Q3 2022 | $485,000 | -11.8% | 9,430 | -11.7% | 0.00% | – |
Q2 2022 | $550,000 | +32.2% | 10,674 | +25.4% | 0.00% | – |
Q1 2022 | $416,000 | -61.4% | 8,512 | -64.1% | 0.00% | – |
Q4 2021 | $1,078,000 | -51.2% | 23,737 | -48.9% | 0.00% | -100.0% |
Q3 2021 | $2,210,000 | +11.6% | 46,488 | +14.5% | 0.00% | 0.0% |
Q2 2021 | $1,981,000 | +6.8% | 40,617 | +3.7% | 0.00% | 0.0% |
Q1 2021 | $1,855,000 | -13.6% | 39,172 | -17.4% | 0.00% | 0.0% |
Q4 2020 | $2,147,000 | +17.3% | 47,411 | +12.8% | 0.00% | 0.0% |
Q3 2020 | $1,831,000 | +43.6% | 42,042 | +45.8% | 0.00% | 0.0% |
Q2 2020 | $1,275,000 | +571.1% | 28,837 | +563.1% | 0.00% | – |
Q1 2020 | $190,000 | +21.8% | 4,349 | +19.3% | 0.00% | – |
Q4 2019 | $156,000 | -3.7% | 3,645 | 0.0% | 0.00% | – |
Q3 2019 | $162,000 | +1.9% | 3,645 | +0.8% | 0.00% | – |
Q2 2019 | $159,000 | -7.6% | 3,616 | -5.6% | 0.00% | – |
Q1 2019 | $172,000 | +1.8% | 3,831 | +3.4% | 0.00% | – |
Q4 2018 | $169,000 | +2716.7% | 3,706 | +2707.6% | 0.00% | – |
Q4 2017 | $6,000 | -25.0% | 132 | -17.0% | 0.00% | – |
Q4 2016 | $8,000 | 0.0% | 159 | -5.9% | 0.00% | – |
Q3 2016 | $8,000 | 0.0% | 169 | 0.0% | 0.00% | – |
Q2 2016 | $8,000 | -95.7% | 169 | -95.8% | 0.00% | – |
Q1 2016 | $187,000 | +3640.0% | 3,983 | +3729.8% | 0.00% | – |
Q4 2015 | $5,000 | 0.0% | 104 | 0.0% | 0.00% | – |
Q3 2015 | $5,000 | -16.7% | 104 | -8.8% | 0.00% | – |
Q2 2015 | $6,000 | +500.0% | 114 | +1040.0% | 0.00% | – |
Q1 2015 | $1,000 | – | 10 | 0.0% | 0.00% | – |
Q4 2014 | $0 | – | 10 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
ALM First Financial Advisors, LLC | 175,000 | $8,572,130 | 3.65% |
Authentikos Wealth Advisory, LLC | 60,157 | $2,946,691 | 2.84% |
Marshall Financial Group LLC | 160,373 | $7,855,647 | 2.83% |
TCP Asset Management, LLC | 111,493 | $5,461,329 | 2.34% |
Holistic Financial Partners | 28,960 | $1,418,575 | 0.94% |
IAMS WEALTH MANAGEMENT, LLC | 26,981 | $1,321,627 | 0.91% |
Fermata Advisors, LLC | 33,267 | $1,629,884 | 0.46% |
TAP Consulting, LLC | 32,892 | $1,611,169 | 0.42% |
MARIPAU WEALTH MANAGEMENT LLC | 6,871 | $336,566 | 0.31% |
Coppell Advisory Solutions LLC | 18,376 | $874,698 | 0.30% |