FIRST TR EXCHANGE TRADED FD's ticker is IFV and the CUSIP is 33738R886. A total of 64 filers reported holding FIRST TR EXCHANGE TRADED FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $289,517 | -12.6% | 16,320 | -11.0% | 0.14% | -8.8% |
| Q2 2023 | $331,370 | +4.9% | 18,328 | 0.0% | 0.15% | -2.6% |
| Q1 2023 | $315,975 | +3.0% | 18,328 | 0.0% | 0.15% | 0.0% |
| Q4 2022 | $306,627 | -31.1% | 18,328 | -33.6% | 0.15% | -40.9% |
| Q3 2022 | $445,000 | -19.5% | 27,621 | -11.8% | 0.26% | -19.4% |
| Q2 2022 | $553,000 | -22.5% | 31,323 | -8.6% | 0.32% | -20.4% |
| Q1 2022 | $714,000 | -46.7% | 34,254 | -40.7% | 0.40% | -50.4% |
| Q4 2021 | $1,340,000 | -7.1% | 57,721 | -9.1% | 0.81% | -11.9% |
| Q3 2021 | $1,443,000 | -8.8% | 63,483 | -1.1% | 0.92% | -10.4% |
| Q2 2021 | $1,582,000 | +7.3% | 64,186 | 0.0% | 1.02% | -4.6% |
| Q1 2021 | $1,474,000 | +3.4% | 64,186 | 0.0% | 1.07% | -10.4% |
| Q4 2020 | $1,426,000 | +11.1% | 64,186 | -6.0% | 1.20% | -8.2% |
| Q3 2020 | $1,284,000 | +159.4% | 68,314 | +132.6% | 1.30% | +118.2% |
| Q2 2020 | $495,000 | – | 29,376 | – | 0.60% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ATWOOD & PALMER INC | 2,542,830 | $48,517,000 | 6.87% |
| Formidable Asset Management, LLC | 42,241 | $2,832,000 | 1.11% |
| Claro Advisors LLC | 35,790 | $683,000 | 0.68% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 37,185 | $709,000 | 0.56% |
| Private Advisory Group LLC | 32,912 | $573,000 | 0.32% |
| Quad-Cities Investment Group, LLC | 15,609 | $297,000 | 0.27% |
| Clarus Wealth Advisors | 17,995 | $343,000 | 0.26% |
| Acorn Wealth Advisors, LLC | 13,692 | $268,000 | 0.24% |
| OneDigital Investment Advisors LLC | 84,261 | $1,608,000 | 0.24% |
| Brinker Capital Investments, LLC | 363,000 | $6,926,000 | 0.22% |