FIRST TR EXCHANGE TRADED FD's ticker is FV and the CUSIP is 33738R605. A total of 246 filers reported holding FIRST TR EXCHANGE TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $410,995 | +5.8% | 9,277 | +12.1% | 0.04% | +7.9% |
| Q2 2023 | $388,403 | +35.4% | 8,279 | +30.1% | 0.04% | +26.7% |
| Q1 2023 | $286,832 | +15.0% | 6,362 | +18.8% | 0.03% | +7.1% |
| Q4 2022 | $249,335 | -10.0% | 5,356 | -55.7% | 0.03% | -89.8% |
| Q3 2016 | $277,000 | -28.4% | 12,099 | -30.1% | 0.27% | -32.5% |
| Q2 2016 | $387,000 | -12.2% | 17,307 | -15.2% | 0.41% | -19.9% |
| Q1 2016 | $441,000 | -13.7% | 20,399 | -6.2% | 0.51% | -23.8% |
| Q4 2015 | $511,000 | – | 21,738 | – | 0.66% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Madrona Financial Services, LLC | 431,645 | $19,121,885 | 8.73% |
| HFG Advisors, Inc. | 149,359 | $6,616,619 | 7.24% |
| QP WEALTH MANAGEMENT, LLC | 68,744 | $3,045,359 | 5.31% |
| Concentrum Wealth Management | 141,742 | $6,279,191 | 3.80% |
| DB Wealth Management Group, LLC | 130,609 | $5,785,975 | 3.65% |
| MinichMacGregor Wealth Management, LLC | 245,800 | $10,888,983 | 3.61% |
| UNIONVIEW, LLC | 82,490 | $3,654,321 | 3.45% |
| Secure Asset Management, LLC | 248,006 | $10,986,667 | 3.29% |
| Prospera Financial Services Inc | 1,693,563 | $75,028,153 | 2.90% |
| Strid Group, LLC | 283,713 | $12,568,486 | 2.63% |