FIRST TR EXCHNG TRADED FD VI's ticker is FIXD and the CUSIP is 33740F805. A total of 307 filers reported holding FIRST TR EXCHNG TRADED FD VI in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,077 | -0.2% | 429,831 | +4.9% | 8.57% | -0.2% |
| Q2 2023 | $18,105 | +37.4% | 409,888 | +40.1% | 8.58% | +27.6% |
| Q1 2023 | $13,180 | +53.7% | 292,489 | +49.8% | 6.72% | +43.7% |
| Q4 2022 | $8,573 | -99.9% | 195,192 | -25.2% | 4.68% | -39.9% |
| Q3 2022 | $11,368,000 | -6.1% | 261,095 | +0.0% | 7.78% | +6.0% |
| Q2 2022 | $12,106,000 | -8.9% | 261,066 | -2.6% | 7.35% | +6.6% |
| Q1 2022 | $13,291,000 | -20.5% | 268,071 | -14.6% | 6.89% | -12.1% |
| Q4 2021 | $16,713,000 | -0.2% | 314,064 | +0.5% | 7.84% | -8.7% |
| Q3 2021 | $16,741,000 | +2.4% | 312,626 | +2.6% | 8.58% | +0.9% |
| Q2 2021 | $16,346,000 | +1.5% | 304,780 | -0.1% | 8.51% | -5.1% |
| Q1 2021 | $16,110,000 | -12.4% | 304,941 | -9.3% | 8.96% | -16.6% |
| Q4 2020 | $18,396,000 | -1.0% | 336,116 | -0.5% | 10.74% | -9.0% |
| Q3 2020 | $18,582,000 | +11.6% | 337,676 | +11.1% | 11.80% | -1.1% |
| Q2 2020 | $16,654,000 | +22.0% | 303,962 | +17.3% | 11.93% | -3.8% |
| Q1 2020 | $13,654,000 | +5.8% | 259,038 | +4.0% | 12.39% | +34.4% |
| Q4 2019 | $12,906,000 | – | 249,050 | – | 9.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Advance Capital Management, Inc. | 5,996,943 | $297,328,000 | 36.14% |
| TUCKER ASSET MANAGEMENT LLC | 1,731,755 | $85,860,387 | 26.82% |
| Kowal Investment Group, LLC | 1,000,569 | $49,608,000 | 15.14% |
| LVZ, Inc. | 1,170,197 | $58,018,000 | 8.07% |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 171,881 | $8,522,000 | 7.24% |
| Seascape Capital Management | 268,071 | $13,291,000 | 6.89% |
| Tower Wealth Partners, Inc. | 115,164 | $5,710,000 | 6.20% |
| Peterson Wealth Advisors, LLC | 412,278 | $20,441,000 | 6.05% |
| Landmark Wealth Management, LLC | 337,154 | $176,935,000 | 5.93% |
| Eldridge Investment Advisors, Inc. | 343,084 | $17,010,000 | 5.75% |