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 184 filers reported holding FIRST TR EXCHNG TRADED FD VI in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

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 Q1 2023
NameSharesValueWeighting ↓
Northwest Capital Management Inc 341,381$8,779,0007.71%
CREATIVE FINANCIAL DESIGNS INC /ADV 324,721$8,350,0002.53%
WESPAC Advisors, LLC 79,800$2,052,0002.33%
Darwin Wealth Management, LLC 322,138$8,283,0002.11%
Elevated Capital Advisors, LLC 88,263$2,323,0001.09%
Atria Investments, Inc 416,844$10,719,0000.37%
Claro Advisors LLC 14,072$362,0000.25%
VIRIDIAN RIA, LLC 22,853$588,0000.21%
Prospera Financial Services Inc 61,422$1,579,0000.14%
M Holdings Securities, Inc. 29,426$757,0000.14%
View complete list of FIRST TR EXCHNG TRADED FD VI shareholders