FIRST TR EXCHANGE TRADED FD's ticker is FV and the CUSIP is 33738R605. A total of 194 filers reported holding FIRST TR EXCHANGE TRADED FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $296,447 | -5.6% | 6,692 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $313,910 | +4.1% | 6,692 | 0.0% | 0.02% | +4.8% |
| Q1 2023 | $301,653 | -3.1% | 6,692 | +0.0% | 0.02% | -12.5% |
| Q4 2022 | $311,453 | +13.3% | 6,690 | 0.0% | 0.02% | +4.3% |
| Q3 2022 | $275,000 | -0.7% | 6,690 | +0.0% | 0.02% | +4.5% |
| Q2 2022 | $277,000 | -19.0% | 6,689 | -6.9% | 0.02% | -4.3% |
| Q1 2022 | $342,000 | -9.5% | 7,188 | -6.5% | 0.02% | -8.0% |
| Q4 2021 | $378,000 | +2.2% | 7,687 | -1.6% | 0.02% | -13.8% |
| Q2 2021 | $370,000 | +6.0% | 7,812 | 0.0% | 0.03% | -14.7% |
| Q1 2021 | $349,000 | +10.4% | 7,812 | 0.0% | 0.03% | +3.0% |
| Q4 2020 | $316,000 | -5.1% | 7,812 | -26.0% | 0.03% | -21.4% |
| Q4 2019 | $333,000 | – | 10,550 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HFG Advisors, Inc. | 138,173 | $6,584,000 | 7.52% |
| Secure Asset Management, LLC | 260,807 | $12,427,000 | 5.60% |
| Prospera Financial Services Inc | 2,183,250 | $104,035,000 | 4.36% |
| Concentrum Wealth Management | 142,119 | $6,772,000 | 4.22% |
| Madrona Financial Services, LLC | 178,511 | $8,370,000 | 4.10% |
| QP WEALTH MANAGEMENT, LLC | 64,065 | $3,053,000 | 3.41% |
| Strid Group, LLC | 294,497 | $14,033,000 | 2.87% |
| DB Wealth Management Group, LLC | 99,758 | $4,753,000 | 2.86% |
| Bickling Financial Services, Inc. | 110,272 | $5,254,000 | 2.70% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 67,320 | $3,208,000 | 2.54% |