FIRST TR EXCHANGE TRADED FD's ticker is FDIV and the CUSIP is 33739Q309.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $676,000 | -2.0% | 15,849 | +1.0% | 0.00% | 0.0% |
| Q2 2023 | $690,000 | +0.6% | 15,695 | +1.4% | 0.00% | 0.0% |
| Q1 2023 | $686,000 | +0.3% | 15,484 | -0.4% | 0.00% | -50.0% |
| Q4 2022 | $684,000 | +1.9% | 15,541 | +0.9% | 0.00% | 0.0% |
| Q3 2022 | $671,000 | -4.8% | 15,406 | -2.2% | 0.00% | 0.0% |
| Q2 2022 | $705,000 | -6.4% | 15,750 | +0.7% | 0.00% | 0.0% |
| Q1 2022 | $753,000 | -50.1% | 15,640 | -47.4% | 0.00% | -33.3% |
| Q4 2021 | $1,509,000 | – | 29,743 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PCG Wealth Advisors, LLC | 37,370 | $1,912,000 | 1.33% |
| Capital Investment Advisory Services, LLC | 16,065 | $815,000 | 0.10% |
| OLD MISSION CAPITAL LLC | 37,692 | $1,912,000 | 0.08% |
| Arlington Financial Advisors, LLC | 4,480 | $227,000 | 0.08% |
| Clear Creek Financial Management, LLC | 8,404 | $426,000 | 0.06% |
| Synergy Asset Management, LLC | 4,627 | $234,000 | 0.06% |
| DB Wealth Management Group, LLC | 1,749 | $89,000 | 0.05% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 5,217 | $265,000 | 0.05% |
| Good Life Advisors, LLC | 5,199 | $264,000 | 0.03% |
| GREAT VALLEY ADVISOR GROUP, INC. | 7,384 | $375,000 | 0.02% |