FIRST TR EXCHANGE TRADED FD's ticker is FV and the CUSIP is 33738R605. A total of 248 filers reported holding FIRST TR EXCHANGE TRADED FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,943,975 | +97.3% | 43,882 | +108.9% | 0.01% | +20.0% |
| Q2 2023 | $985,187 | -28.5% | 21,002 | -31.3% | 0.01% | +66.7% |
| Q1 2023 | $1,377,374 | -0.9% | 30,554 | +2.3% | 0.00% | 0.0% |
| Q4 2022 | $1,390,262 | +54.1% | 29,866 | +35.9% | 0.00% | +50.0% |
| Q3 2022 | $902,000 | -16.2% | 21,980 | -15.4% | 0.00% | -33.3% |
| Q2 2022 | $1,076,000 | +8.6% | 25,980 | +24.9% | 0.00% | +50.0% |
| Q1 2022 | $991,000 | – | 20,802 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prospera Financial Services Inc | 4,024,683 | $124,398,000 | 13.96% |
| Strid Group, LLC | 848,180 | $25,793,000 | 8.83% |
| Concentrum Wealth Management | 135,471 | $4,120,000 | 4.94% |
| Claro Advisors LLC | 138,254 | $4,204,000 | 3.88% |
| LexAurum Advisors, LLC | 202,968 | $6,172,000 | 3.81% |
| Western Wealth Management, LLC | 659,864 | $19,447,000 | 2.55% |
| MGO ONE SEVEN LLC | 143,458 | $4,362,000 | 1.41% |
| Clear Creek Financial Management, LLC | 106,505 | $3,238,000 | 1.39% |
| Cetera Advisor Networks LLC | 1,407,925 | $42,811,000 | 1.32% |
| Cedar Brook Financial Partners, LLC | 77,413 | $2,354,000 | 1.08% |