FIRST TR EXCHANGE-TRADED FD's ticker is TDIV and the CUSIP is 33738R118. A total of 3 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,359,316 | +15.9% | 113,377 | +21.2% | 0.09% | +15.2% |
| Q2 2023 | $5,485,473 | +91.5% | 93,513 | +76.6% | 0.08% | +71.7% |
| Q1 2023 | $2,864,715 | +59.5% | 52,962 | +40.9% | 0.05% | +48.4% |
| Q4 2022 | $1,795,716 | +33.1% | 37,583 | +21.7% | 0.03% | +19.2% |
| Q3 2022 | $1,349,000 | -29.1% | 30,872 | -18.6% | 0.03% | -27.8% |
| Q2 2022 | $1,902,000 | +10.3% | 37,915 | +29.6% | 0.04% | +28.6% |
| Q1 2022 | $1,724,000 | +36.3% | 29,246 | +45.3% | 0.03% | +40.0% |
| Q4 2021 | $1,265,000 | +55.2% | 20,131 | +39.5% | 0.02% | +42.9% |
| Q3 2021 | $815,000 | +12.9% | 14,434 | +14.6% | 0.01% | +16.7% |
| Q2 2021 | $722,000 | +3.7% | 12,596 | -2.3% | 0.01% | -20.0% |
| Q1 2021 | $696,000 | +9.8% | 12,896 | +0.6% | 0.02% | +7.1% |
| Q4 2020 | $634,000 | +8.7% | 12,817 | -3.7% | 0.01% | -6.7% |
| Q3 2020 | $583,000 | -2.5% | 13,315 | -7.1% | 0.02% | -11.8% |
| Q2 2020 | $598,000 | +10.5% | 14,328 | -6.4% | 0.02% | -10.5% |
| Q1 2020 | $541,000 | +19.7% | 15,303 | +46.0% | 0.02% | +46.2% |
| Q4 2019 | $452,000 | – | 10,479 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cherry Creek Investment Advisors, Inc. | 162,748 | $9,329,000 | 6.13% |
| Private Wealth Group, LLC | 151,619 | $8,691,000 | 5.75% |
| Flaharty Asset Management, LLC | 289,868 | $16,615,000 | 3.55% |
| DEFINED WEALTH MANAGEMENT, LLC | 60,655 | $3,477,000 | 3.09% |
| Milestone Advisory Partners | 81,699 | $4,683,000 | 2.47% |
| Ballew Advisors, Inc | 35,793 | $2,062,000 | 1.43% |
| Ranch Capital Advisors Inc. | 35,549 | $2,037,000 | 1.22% |
| Harvest Investment Services, LLC | 48,591 | $2,785,000 | 1.17% |
| Cardan Capital Partners, LLC | 170,750 | $9,787,000 | 1.09% |
| Barber Financial Group, Inc. | 134,684 | $7,720,000 | 1.05% |