FIRST TR EXCHANGE-TRADED FD's ticker is LGOV and the CUSIP is 33738D606. A total of 17 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,032,036 | -8.7% | 100,199 | +0.2% | 0.00% | 0.0% |
| Q2 2023 | $2,225,000 | -2.5% | 100,000 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $2,281,250 | +4.2% | 100,000 | -0.0% | 0.00% | 0.0% |
| Q4 2022 | $2,188,828 | -1.3% | 100,015 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $2,218,000 | -6.8% | 100,015 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $2,380,000 | -7.8% | 100,015 | +0.0% | 0.00% | 0.0% |
| Q1 2022 | $2,582,000 | -7.0% | 100,000 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $2,776,000 | +0.7% | 100,000 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $2,758,000 | -0.9% | 100,000 | 0.0% | 0.00% | -33.3% |
| Q2 2021 | $2,784,000 | +3.7% | 100,000 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $2,685,000 | -7.6% | 100,000 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $2,905,000 | – | 100,000 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marshall Financial Group LLC | 485,185 | $9,839,546 | 3.55% |
| Holistic Financial Partners | 252,920 | $5,129,223 | 3.40% |
| Midwest Financial Group LLC | 102,930 | $2,087,000 | 1.77% |
| Gladstone Institutional Advisory LLC | 1,101,805 | $22,344,606 | 1.45% |
| GDS Wealth Management | 425,371 | $8,626,524 | 1.36% |
| First Heartland Consultants, Inc. | 286,710 | $5,814 | 0.73% |
| IAMS WEALTH MANAGEMENT, LLC | 39,101 | $792,968 | 0.55% |
| Investors Research Corp | 68,841 | $1,396,095 | 0.36% |
| Visionary Wealth Advisors | 143,831 | $2,916,893 | 0.24% |
| STEPHENS INC /AR/ | 565,460 | $11,467,532 | 0.22% |