FIRST TR EXCHANGE TRADED FD's ticker is MDIV and the CUSIP is 33738R100. A total of 96 filers reported holding FIRST TR EXCHANGE TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $890,917 | -2.2% | 61,043 | -2.4% | 0.10% | +2.1% |
| Q2 2023 | $910,517 | +17.2% | 62,536 | +18.0% | 0.10% | +9.1% |
| Q1 2023 | $776,633 | +7.2% | 52,978 | +9.4% | 0.09% | 0.0% |
| Q4 2022 | $724,646 | +1.3% | 48,407 | -2.2% | 0.09% | -4.3% |
| Q3 2022 | $715,000 | -8.7% | 49,482 | -4.2% | 0.09% | -1.1% |
| Q2 2022 | $783,000 | -6.1% | 51,635 | -1.9% | 0.09% | -5.1% |
| Q1 2022 | $834,000 | -6.0% | 52,637 | -1.5% | 0.10% | +16.7% |
| Q4 2021 | $887,000 | +1.1% | 53,465 | -0.0% | 0.08% | -9.7% |
| Q3 2021 | $877,000 | -2.9% | 53,489 | +0.4% | 0.09% | +50.0% |
| Q2 2021 | $903,000 | +12.0% | 53,266 | +6.7% | 0.06% | -34.7% |
| Q1 2021 | $806,000 | – | 49,928 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Flaharty Asset Management, LLC | 1,279,412 | $21,571,000 | 3.96% |
| Harvest Investment Services, LLC | 135,722 | $2,288,000 | 1.37% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 101,802 | $1,716,000 | 1.36% |
| WIN ADVISORS, INC | 166,468 | $2,807,000 | 0.74% |
| Cherry Creek Investment Advisors, Inc. | 41,974 | $708,000 | 0.47% |
| Elevated Capital Advisors, LLC | 83,306 | $1,405,000 | 0.46% |
| Capital Investment Advisory Services, LLC | 234,812 | $3,959,000 | 0.43% |
| ARBOR CAPITAL MANAGEMENT INC /ADV | 23,799 | $400,000 | 0.31% |
| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 131,562 | $2,218,000 | 0.18% |
| Beacon Financial Advisory LLC | 12,803 | $216,000 | 0.10% |