FIRST TR EXCHANGE-TRADED FD's ticker is TDIV and the CUSIP is 33738R118. A total of 262 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $10,460,298 | +30.4% | 138,254 | +20.1% | 0.11% | +22.2% |
| Q1 2024 | $8,022,152 | -6.0% | 115,145 | -13.5% | 0.09% | -14.3% |
| Q4 2023 | $8,531,020 | +34.1% | 133,110 | +17.4% | 0.10% | +15.4% |
| 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. | 152,903 | $11,568,626 | 6.04% |
| Concorde Asset Management, LLC | 123,502 | $9,344,153 | 5.76% |
| Private Wealth Group, LLC | 99,901 | $7,558,510 | 3.97% |
| Flaharty Asset Management, LLC | 309,280 | $23,400,126 | 3.46% |
| PURSUE WEALTH PARTNERS LLC | 75,084 | $5,680,855 | 3.10% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 47,127 | $3,671,649 | 2.87% |
| DEFINED WEALTH MANAGEMENT, LLC | 46,927 | $3,550,509 | 2.47% |
| Aprio Wealth Management, LLC | 173,407 | $13,119,975 | 2.39% |
| New England Private Wealth Advisors LLC | 151,588 | $11,469,121 | 2.00% |
| Ranch Capital Advisors Inc. | 45,165 | $3,417,209 | 1.79% |