FIRST TR EXCHANGE-TRADED FD's ticker is TDIV and the CUSIP is 33738R118. A total of 241 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2023. The put-call ratio across all filers is 3.01 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,596,579 | -2.7% | 81,950 | +1.8% | 0.05% | -5.6% |
| Q2 2023 | $4,723,618 | +45.8% | 80,525 | +34.4% | 0.05% | +35.0% |
| Q1 2023 | $3,240,183 | +8.6% | 59,904 | -4.1% | 0.04% | 0.0% |
| Q4 2022 | $2,983,337 | +14.2% | 62,439 | +4.5% | 0.04% | 0.0% |
| Q3 2022 | $2,612,000 | +14.9% | 59,763 | +31.9% | 0.04% | +17.6% |
| Q2 2022 | $2,273,000 | +32.8% | 45,304 | +56.3% | 0.03% | +41.7% |
| Q1 2022 | $1,711,000 | +40.4% | 28,980 | +49.5% | 0.02% | +33.3% |
| Q4 2021 | $1,219,000 | +23.5% | 19,391 | +10.4% | 0.02% | +12.5% |
| Q3 2021 | $987,000 | -19.8% | 17,564 | -18.6% | 0.02% | -27.3% |
| Q2 2021 | $1,230,000 | +12.3% | 21,565 | +6.7% | 0.02% | -8.3% |
| Q1 2021 | $1,095,000 | +4.8% | 20,216 | -4.2% | 0.02% | -4.0% |
| Q4 2020 | $1,045,000 | +32.6% | 21,094 | +16.8% | 0.02% | +92.3% |
| Q3 2020 | $788,000 | +4.1% | 18,061 | -0.4% | 0.01% | -40.9% |
| Q2 2020 | $757,000 | +107.4% | 18,127 | +75.3% | 0.02% | +100.0% |
| Q1 2020 | $365,000 | -23.2% | 10,340 | -6.3% | 0.01% | 0.0% |
| Q4 2019 | $475,000 | +66.7% | 11,033 | +56.3% | 0.01% | -8.3% |
| Q3 2019 | $285,000 | +0.4% | 7,059 | -2.9% | 0.01% | -7.7% |
| Q2 2019 | $284,000 | +0.7% | 7,270 | -1.4% | 0.01% | -13.3% |
| Q1 2019 | $282,000 | +13.3% | 7,374 | -0.7% | 0.02% | -64.3% |
| Q4 2018 | $249,000 | – | 7,427 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cherry Creek Investment Advisors, Inc. | 161,758 | $9,073,030 | 6.16% |
| Milestone Advisory Partners | 105,725 | $5,930,115 | 4.93% |
| Flaharty Asset Management, LLC | 456,225 | $25,589,669 | 4.28% |
| Private Wealth Group, LLC | 98,796 | $5,541,468 | 3.63% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 53,622 | $3,007,632 | 2.81% |
| Aprio Wealth Management, LLC | 176,561 | $9,903,303 | 2.72% |
| PURSUE WEALTH PARTNERS LLC | 68,427 | $3,838,070 | 2.72% |
| DEFINED WEALTH MANAGEMENT, LLC | 51,615 | $2,895,085 | 2.47% |
| Concorde Asset Management, LLC | 46,755 | $2,622,449 | 2.36% |
| Harvest Investment Services, LLC | 52,709 | $2,956,448 | 1.90% |