FIRST TR EXCHANGE-TRADED FD's ticker is LGOV and the CUSIP is 33738D606. A total of 20 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
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 | 486,423 | $10,822,914 | 3.69% |
| Midwest Financial Group LLC | 98,862 | $2,200,000 | 1.86% |
| Gladstone Institutional Advisory LLC | 1,078,656 | $24,000,104 | 1.46% |
| GDS Wealth Management | 377,806 | $8,406,184 | 1.36% |
| Mach-1 Financial Group, LLC | 200,234 | $4,455,218 | 1.26% |
| IAMS WEALTH MANAGEMENT, LLC | 90,168 | $1,994,516 | 0.73% |
| Investors Research Corp | 74,127 | $1,649,326 | 0.42% |
| Clarus Wealth Advisors | 26,154 | $569,373 | 0.35% |
| First Heartland Consultants, Inc. | 96,028 | $2,136,623 | 0.28% |
| Kovack Advisors, Inc. | 65,083 | $1,448,094 | 0.19% |