FIRST TR EXCHANGE-TRADED FD's ticker is LEGR and the CUSIP is 33741X201.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $92 | -4.2% | 2,500 | 0.0% | 0.10% | -1.9% |
| Q2 2023 | $96 | +3.2% | 2,500 | 0.0% | 0.11% | -7.8% |
| Q1 2023 | $93 | +5.7% | 2,500 | -3.2% | 0.12% | +5.5% |
| Q4 2022 | $88 | -99.9% | 2,583 | 0.0% | 0.11% | +11.2% |
| Q3 2022 | $78,000 | -10.3% | 2,583 | 0.0% | 0.10% | -7.5% |
| Q2 2022 | $87,000 | -16.3% | 2,583 | 0.0% | 0.11% | -4.5% |
| Q1 2022 | $104,000 | -7.1% | 2,583 | 0.0% | 0.11% | -1.8% |
| Q4 2021 | $112,000 | +4.7% | 2,583 | +1.4% | 0.11% | -4.2% |
| Q3 2021 | $107,000 | 0.0% | 2,548 | 0.0% | 0.12% | +8.3% |
| Q2 2021 | $107,000 | – | 2,548 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Alpha Omega Group, Inc. | 84,952 | $3,134,729 | 5.94% |
| EUDAIMONIA ADVISORS LLC | 34,782 | $1,283,456 | 0.90% |
| SEAVIEW INVESTMENT MANAGERS LLC | 30,954 | $1,142,203 | 0.38% |
| WealthCare Investment Partners, LLC | 12,315 | $451,105 | 0.27% |
| Eudaimonia Partners, LLC | 28,602 | $1,055,414 | 0.26% |
| FLAGSTAR ADVISORS INC | 12,846 | $474,030 | 0.18% |
| PIN OAK INVESTMENT ADVISORS INC | 2,500 | $92 | 0.10% |
| PROVENCE WEALTH MANAGEMENT GROUP | 1,750 | $64,575 | 0.04% |
| Tyler-Stone Wealth Management | 1,175 | $43 | 0.02% |
| SRS Capital Advisors, Inc. | 2,850 | $105,179 | 0.01% |