D.A. DAVIDSON & CO. - FIRST TR EXCHANGE TRADED FD ownership

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FIRST TR EXCHANGE TRADED FD's ticker is NXTG and the CUSIP is 33737K205.

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Quarter-by-quarter ownership
D.A. DAVIDSON & CO. ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q3 2023$938,640
-4.8%
13,832
+0.7%
0.01%0.0%
Q2 2023$985,683
+4.2%
13,732
+0.9%
0.01%
-9.1%
Q1 2023$945,898
+16.9%
13,612
+2.6%
0.01%
+10.0%
Q4 2022$809,327
+6.6%
13,272
-2.6%
0.01%0.0%
Q3 2022$759,000
-23.7%
13,627
-11.8%
0.01%
-16.7%
Q2 2022$995,000
-15.7%
15,442
-0.5%
0.01%
-7.7%
Q1 2022$1,180,000
+9.1%
15,520
+18.5%
0.01%
+8.3%
Q4 2021$1,082,000
+6.4%
13,100
-1.7%
0.01%0.0%
Q3 2021$1,017,000
-1.4%
13,330
-1.3%
0.01%0.0%
Q2 2021$1,031,000
+13.5%
13,505
+8.7%
0.01%0.0%
Q1 2021$908,000
+12.1%
12,425
+6.1%
0.01%0.0%
Q4 2020$810,000
+31.3%
11,708
+12.4%
0.01%
+9.1%
Q3 2020$617,000
+27.0%
10,420
+16.8%
0.01%
+22.2%
Q2 2020$486,000
+19.4%
8,920
+2.3%
0.01%
+12.5%
Q1 2020$407,000–8,720–0.01%–
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Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q4 2023
NameSharesValueWeighting ↓
AVANTAX ADVISORY SERVICES, INC. 3,613,664$275,886,0005.01%
Spectrum Wealth Advisory Group, LLC 40,933$3,124,0003.06%
Lokken Investment Group LLC 23,727$1,811,0001.47%
Concentrum Wealth Management 18,268$1,394,0000.90%
Interchange Capital Partners, LLC 7,095$541,0000.84%
Stonebridge Financial Planning Group, LLC 17,129$1,310,0000.70%
First PREMIER Bank 30,901$2,359,0000.68%
WEALTH ADVISORS, INC. 21,305$1,622,0000.59%
LEVEL FOUR ADVISORY SERVICES, LLC 83,528$6,375,0000.44%
Cascadia Advisory Services, LLC 25,780$1,968,0000.42%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders