FIRST TR EXCHANGE-TRADED FD's ticker is IGLD and the CUSIP is 33733E856.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $364,757 | -5.3% | 20,142 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $385,316 | -1.6% | 20,142 | +1.6% | 0.00% | 0.0% |
| Q1 2023 | $391,722 | +18.5% | 19,819 | +14.2% | 0.00% | 0.0% |
| Q4 2022 | $330,496 | +68.6% | 17,358 | +61.2% | 0.00% | +33.3% |
| Q3 2022 | $196,000 | -8.4% | 10,770 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $214,000 | – | 10,770 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ShoreHaven Wealth Partners, LLC | 276,448 | $5,630,000 | 2.79% |
| CORRADO ADVISORS, LLC | 90,981 | $1,853,000 | 1.11% |
| MTM Investment Management, LLC | 63,830 | $1,300,000 | 0.62% |
| XML Financial, LLC | 93,535 | $1,905,000 | 0.23% |
| Insight Advisors, LLC/ PA | 29,630 | $603,000 | 0.18% |
| Archer Investment Corp | 4,977 | $101,365,000 | 0.03% |
| Mutual Advisors, LLC | 22,976 | $468,000 | 0.02% |
| Kingsview Wealth Management, LLC | 19,697 | $401,000 | 0.02% |
| WEDBUSH SECURITIES INC | 10,018 | $204,000 | 0.01% |
| Cambridge Investment Research Advisors, Inc. | 43,435 | $885,000 | 0.00% |