FIRST TR EXCHNG TRADED FD VI's ticker is DEED and the CUSIP is 33740U109.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,935,929 | +9.1% | 96,921 | +16.6% | 0.03% | +12.0% |
| Q2 2023 | $1,774,228 | +1.7% | 83,102 | +3.5% | 0.02% | -10.7% |
| Q1 2023 | $1,744,029 | +7.8% | 80,296 | +4.7% | 0.03% | 0.0% |
| Q4 2022 | $1,618,004 | -2.9% | 76,719 | -1.2% | 0.03% | -15.2% |
| Q3 2022 | $1,667,000 | +4.6% | 77,626 | +10.8% | 0.03% | +10.0% |
| Q2 2022 | $1,593,000 | +2.0% | 70,079 | +8.3% | 0.03% | +15.4% |
| Q1 2022 | $1,562,000 | +9.8% | 64,694 | +16.9% | 0.03% | +18.2% |
| Q4 2021 | $1,422,000 | +5.0% | 55,338 | +6.0% | 0.02% | -4.3% |
| Q3 2021 | $1,354,000 | – | 52,202 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sterling Manor Financial, LLC | 172,719 | $4,439,000 | 3.46% |
| Mattern Wealth Management LLC | 385,207 | $9,900,000 | 2.91% |
| Darwin Wealth Management, LLC | 646,787 | $16,351,000 | 2.58% |
| USAdvisors Wealth Management, LLC | 225,223 | $5,788,000 | 2.36% |
| PALLADIUM PARTNERS LLC | 1,261,347 | $32,417,000 | 1.32% |
| Gladstone Institutional Advisory LLC | 510,055 | $13,108 | 1.02% |
| CHIRON CAPITAL MANAGEMENT, LLC | 40,516 | $1,041,000 | 0.75% |
| Castleview Partners, LLC | 1,631,179 | $63,470,000 | 0.51% |
| RDA Financial Network | 42,896 | $1,102,000 | 0.45% |
| Cambridge Advisors Inc. | 72,583 | $1,865,000 | 0.42% |