FIRST TR EXCHANGE-TRADED FD's ticker is DALI and the CUSIP is 33738R712. A total of 21 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $590,953 | +68.5% | 23,848 | +69.2% | 0.00% | – |
| Q1 2023 | $350,617 | +10.0% | 14,098 | +7.3% | 0.00% | – |
| Q4 2022 | $318,869 | -66.4% | 13,133 | -66.7% | 0.00% | – |
| Q3 2022 | $949,000 | +14.2% | 39,472 | +20.5% | 0.00% | – |
| Q2 2022 | $831,000 | -25.0% | 32,766 | -26.6% | 0.00% | – |
| Q3 2021 | $1,108,000 | +170.9% | 44,641 | +97.6% | 0.00% | – |
| Q3 2020 | $409,000 | +52.6% | 22,590 | +46.0% | 0.00% | – |
| Q2 2020 | $268,000 | -58.3% | 15,475 | -60.2% | 0.00% | – |
| Q1 2020 | $642,000 | +77.8% | 38,865 | +119.3% | 0.00% | – |
| Q2 2019 | $361,000 | -43.8% | 17,725 | -53.3% | 0.00% | – |
| Q4 2018 | $642,000 | – | 37,987 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strid Group, LLC | 4,199,317 | $106,453,000 | 24.54% |
| Anfield Capital Management, LLC | 86,456 | $2,192,000 | 0.99% |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 14,190 | $360,000 | 0.27% |
| Fortis Advisors, LLC | 2,399 | $61,000 | 0.04% |
| PRIVATE TRUST CO NA | 9,156 | $232,000 | 0.04% |
| Veritable, L.P. | 50,925 | $1,291,000 | 0.02% |
| Sigma Planning Corp | 17,705 | $449,000 | 0.02% |
| LPL Financial LLC | 606,899 | $15,385,000 | 0.02% |
| Kestra Advisory Services, LLC | 56,285 | $1,427,000 | 0.02% |
| Raymond James Financial Services Advisors, Inc. | 149,279 | $3,784,000 | 0.01% |