HBK Sorce Advisory LLC - FIRST TR EXCHNG TRADED FD VI ownership

FIRST TR EXCHNG TRADED FD VI's ticker is UCON and the CUSIP is 33740F888. A total of 58 filers reported holding FIRST TR EXCHNG TRADED FD VI in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
HBK Sorce Advisory LLC ownership history of FIRST TR EXCHNG TRADED FD VI
ValueSharesWeighting
Q3 2023$11,550,310
+22.4%
483,277
+23.8%
0.51%
+27.3%
Q2 2023$9,435,861
+11.3%
390,396
+11.5%
0.40%
+3.6%
Q1 2023$8,479,248
+47638.1%
350,237
-52.5%
0.38%
-19.5%
Q4 2022$17,762
-99.8%
736,688
+104.1%
0.48%
-17.0%
Q3 2022$8,600,000
+2133.8%
361,018
+2197.9%
0.58%
+1957.1%
Q2 2022$385,000
-96.4%
15,711
-96.3%
0.03%
-95.3%
Q1 2022$10,805,000
+9.3%
423,206
+12.9%
0.59%
+18.2%
Q4 2021$9,885,000
-0.2%
374,837
+0.6%
0.50%
-8.4%
Q3 2021$9,900,000
+4.6%
372,483
+4.9%
0.55%
+4.6%
Q2 2021$9,468,000
+1.8%
355,144
+1.7%
0.52%
-5.8%
Q1 2021$9,298,000
+91.4%
349,140
+91.7%
0.55%
+84.7%
Q4 2020$4,859,000182,1160.30%
Other shareholders
FIRST TR EXCHNG TRADED FD VI shareholders Q4 2020
NameSharesValueWeighting ↓
JANICZEK WEALTH MANAGEMENT, LLC 597,483$15,881,0005.62%
Sterling Manor Financial, LLC 239,244$6,359,0005.30%
Northwest Capital Management Inc 349,134$9,238,0004.81%
Darwin Wealth Management, LLC 868,186$23,076,0003.69%
CREATIVE FINANCIAL DESIGNS INC /ADV 420,864$11,187,0001.85%
WESPAC Advisors, LLC 87,254$2,319,0001.43%
Elevated Capital Advisors, LLC 151,053$4,015,0001.39%
First Heartland Consultants, Inc. 274,211$7,289,0001.11%
Q3 Asset Management 76,717$2,039,0000.98%
CHILDRESS CAPITAL ADVISORS, LLC 90,448$2,404,0000.98%
View complete list of FIRST TR EXCHNG TRADED FD VI shareholders