FIRST TR EXCHANGE-TRADED FD's ticker is LEGR and the CUSIP is 33741X201.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $612,909 | +5.2% | 16,610 | +9.6% | 0.01% | +12.5% |
| Q2 2023 | $582,750 | +0.9% | 15,160 | -1.9% | 0.01% | -11.1% |
| Q1 2023 | $577,276 | +7.6% | 15,460 | -1.3% | 0.01% | 0.0% |
| Q4 2022 | $536,355 | +12.0% | 15,660 | -0.9% | 0.01% | 0.0% |
| Q3 2022 | $479,000 | -9.6% | 15,810 | +1.1% | 0.01% | -10.0% |
| Q2 2022 | $530,000 | -15.1% | 15,645 | +1.0% | 0.01% | 0.0% |
| Q1 2022 | $624,000 | -9.3% | 15,495 | -2.2% | 0.01% | -9.1% |
| Q4 2021 | $688,000 | +4.1% | 15,845 | +1.1% | 0.01% | 0.0% |
| Q3 2021 | $661,000 | +15.6% | 15,670 | +15.6% | 0.01% | +10.0% |
| Q2 2021 | $572,000 | +6.7% | 13,560 | +1.7% | 0.01% | -9.1% |
| Q1 2021 | $536,000 | +63.9% | 13,334 | +53.1% | 0.01% | +57.1% |
| Q4 2020 | $327,000 | +25.8% | 8,710 | +4.8% | 0.01% | 0.0% |
| Q3 2020 | $260,000 | – | 8,310 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kingsbury Capital Investment Advisors LLC | 28,800 | $975,000 | 1.34% |
| TrueWealth Advisors, LLC | 32,048 | $1,085,000 | 0.50% |
| WealthCare Investment Partners, LLC | 14,137 | $479,000 | 0.41% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 123,798 | $4,192,000 | 0.35% |
| EUDAIMONIA ADVISORS LLC | 6,788 | $230,000 | 0.16% |
| PIN OAK INVESTMENT ADVISORS INC | 2,583 | $87,000 | 0.11% |
| FLAGSTAR ADVISORS INC | 7,064 | $239,000 | 0.09% |
| Prospera Financial Services Inc | 44,679 | $1,513,000 | 0.08% |
| Financial Advisors Network, Inc. | 7,800 | $264,000 | 0.07% |
| Eudaimonia Partners, LLC | 7,322 | $248,000 | 0.05% |