UNITED CAPITAL FINANCIAL ADVISORS, LLC - FIRST TR EXCHANGE TRADED FD ownership

FIRST TR EXCHANGE TRADED FD's ticker is FBT and the CUSIP is 33733E203. A total of 113 filers reported holding FIRST TR EXCHANGE TRADED FD in Q4 2016. The put-call ratio across all filers is 0.36 and the average weighting 0.2%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q3 2023$2,077,138
-4.4%
14,1930.0%0.01%
+16.7%
Q2 2023$2,173,516
+3.0%
14,193
+4.3%
0.01%0.0%
Q1 2023$2,110,578
-0.7%
13,614
-1.3%
0.01%0.0%
Q4 2022$2,125,761
+15.0%
13,792
-1.5%
0.01%
+9.1%
Q3 2022$1,848,000
-2.6%
14,0010.0%0.01%
+10.0%
Q2 2022$1,898,000
-8.4%
14,001
+0.8%
0.01%0.0%
Q1 2022$2,071,000
-10.0%
13,885
-2.2%
0.01%
-9.1%
Q4 2021$2,300,000
-3.7%
14,200
-1.3%
0.01%
-8.3%
Q3 2021$2,389,000
-6.2%
14,386
-2.5%
0.01%
-7.7%
Q2 2021$2,547,000
+12.7%
14,754
+4.8%
0.01%0.0%
Q1 2021$2,260,000
-6.5%
14,084
-2.1%
0.01%
-13.3%
Q4 2020$2,417,000
+6.9%
14,3870.0%0.02%0.0%
Q3 2020$2,262,000
-9.0%
14,387
-2.9%
0.02%
-16.7%
Q2 2020$2,486,000
-6.1%
14,817
-26.6%
0.02%
-18.2%
Q1 2020$2,648,000
-15.9%
20,195
-4.6%
0.02%
+10.0%
Q4 2019$3,148,000
+22.4%
21,165
+1.9%
0.02%
+11.1%
Q3 2019$2,572,000
-24.0%
20,779
-13.6%
0.02%
-18.2%
Q2 2019$3,385,000
-9.2%
24,036
-2.8%
0.02%
-15.4%
Q1 2019$3,730,000
+22.4%
24,727
+0.8%
0.03%
+8.3%
Q4 2018$3,047,000
-35.3%
24,533
-17.4%
0.02%
-27.3%
Q3 2018$4,710,000
+72.6%
29,715
+52.5%
0.03%
+65.0%
Q2 2018$2,729,000
+3.5%
19,488
-1.7%
0.02%0.0%
Q1 2018$2,636,000
+11.7%
19,834
+5.9%
0.02%
+5.3%
Q4 2017$2,359,000
+12.0%
18,735
+10.2%
0.02%
+5.6%
Q3 2017$2,106,000
+9.5%
16,996
+0.8%
0.02%
+5.9%
Q2 2017$1,923,000
+7.6%
16,864
-0.7%
0.02%0.0%
Q1 2017$1,788,000
+18.5%
16,979
+2.3%
0.02%
+13.3%
Q4 2016$1,509,000
+35.1%
16,599
+48.2%
0.02%
+36.4%
Q3 2016$1,117,000
+9.8%
11,204
-2.0%
0.01%
+10.0%
Q2 2016$1,017,000
+4.4%
11,429
+2.7%
0.01%
-9.1%
Q1 2016$974,000
-82.4%
11,129
-77.2%
0.01%
-82.8%
Q4 2015$5,526,000
+70.8%
48,890
+53.1%
0.06%
+64.1%
Q3 2015$3,235,000
+56.5%
31,928
+91.5%
0.04%
+62.5%
Q2 2015$2,067,000
-21.1%
16,670
-29.1%
0.02%
-25.0%
Q1 2015$2,620,000
-43.6%
23,498
-48.4%
0.03%
-8.6%
Q4 2014$4,642,000
+229.2%
45,500
+196.1%
0.04%
+45.8%
Q3 2014$1,410,000
+11.1%
15,368
-0.3%
0.02%0.0%
Q2 2014$1,269,000
+59.8%
15,411
+48.9%
0.02%
+41.2%
Q1 2014$794,000
+6.3%
10,351
-4.2%
0.02%
-32.0%
Q4 2013$747,000
+6.7%
10,800
-0.0%
0.02%
+13.6%
Q3 2013$700,000
+1.4%
10,801
-8.9%
0.02%
+22.2%
Q2 2013$690,00011,8510.02%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q4 2016
NameSharesValueWeighting ↓
Berger Financial Group, Inc 136,975$20,428,0002.60%
Kingsbury Capital Investment Advisors LLC 14,510$2,164,0002.38%
SFI Advisors, LLC 22,311$3,327,0002.03%
Hartford Financial Management Inc. 38,934$5,807,0001.40%
TPG Financial Advisors, LLC 15,115$2,254,0001.36%
PACIFIC SUN FINANCIAL CORP 12,543$1,871,0001.02%
ESG Planning DBA Harper Investing 6,732$1,004,0000.93%
Quad-Cities Investment Group, LLC 8,252$1,231,0000.79%
RWA WEALTH PARTNERS, LLC 76,745$11,446,0000.74%
Quantum Private Wealth, LLC 11,232$1,675,0000.72%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders