FIRST TR EXCHNG TRADED FD VI's ticker is UCON and the CUSIP is 33740F888. A total of 1 filers reported holding FIRST TR EXCHNG TRADED FD VI in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,957,219 | +59.6% | 81,892 | +61.4% | 0.03% | +55.6% |
| Q2 2023 | $1,226,555 | +14.3% | 50,747 | +14.5% | 0.02% | +5.9% |
| Q1 2023 | $1,073,132 | +14.9% | 44,326 | +14.4% | 0.02% | +6.2% |
| Q4 2022 | $934,263 | +3.5% | 38,750 | +2.2% | 0.02% | -11.1% |
| Q3 2022 | $903,000 | -33.0% | 37,926 | -31.0% | 0.02% | -30.8% |
| Q2 2022 | $1,347,000 | – | 54,993 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JANICZEK WEALTH MANAGEMENT, LLC | 597,483 | $15,881,000 | 5.62% |
| Sterling Manor Financial, LLC | 239,244 | $6,359,000 | 5.30% |
| Northwest Capital Management Inc | 349,134 | $9,238,000 | 4.81% |
| Darwin Wealth Management, LLC | 868,186 | $23,076,000 | 3.69% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 420,864 | $11,187,000 | 1.85% |
| WESPAC Advisors, LLC | 87,254 | $2,319,000 | 1.43% |
| Elevated Capital Advisors, LLC | 151,053 | $4,015,000 | 1.39% |
| First Heartland Consultants, Inc. | 274,211 | $7,289,000 | 1.11% |
| Q3 Asset Management | 76,717 | $2,039,000 | 0.98% |
| CHILDRESS CAPITAL ADVISORS, LLC | 90,448 | $2,404,000 | 0.98% |