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

FIRST TR EXCHANGE TRADED FD's ticker is FV and the CUSIP is 33738R605. A total of 206 filers reported holding FIRST TR EXCHANGE TRADED FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q4 2022$845,537
-1.2%
18,164
-12.9%
0.01%0.0%
Q3 2022$856,000
-23.6%
20,846
-22.9%
0.01%
-16.7%
Q2 2022$1,120,000
-11.4%
27,043
+2.0%
0.01%0.0%
Q1 2022$1,264,000
+4.5%
26,525
+7.8%
0.01%0.0%
Q4 2021$1,209,000
+75.2%
24,596
+63.1%
0.01%
+100.0%
Q3 2021$690,000
-22.6%
15,077
-19.8%
0.00%
-25.0%
Q2 2021$891,000
-5.3%
18,807
-10.8%
0.00%
-20.0%
Q1 2021$941,000
+7.1%
21,077
-3.0%
0.01%0.0%
Q4 2020$879,000
+18.6%
21,7270.0%0.01%0.0%
Q3 2020$741,000
+0.4%
21,727
-5.2%
0.01%0.0%
Q2 2020$738,000
+19.4%
22,927
-4.6%
0.01%0.0%
Q1 2020$618,000
-6.6%
24,027
+14.5%
0.01%
+25.0%
Q4 2019$662,000
+9.6%
20,991
+2.8%
0.00%0.0%
Q3 2019$604,000
-32.4%
20,420
-30.5%
0.00%
-33.3%
Q2 2019$894,000
-4.4%
29,391
-5.5%
0.01%
-14.3%
Q1 2019$935,000
+28.6%
31,091
+8.1%
0.01%
+16.7%
Q4 2018$727,000
-20.7%
28,772
-3.1%
0.01%0.0%
Q3 2018$917,000
+15.2%
29,691
+9.9%
0.01%0.0%
Q2 2018$796,000
+33.1%
27,027
+29.8%
0.01%
+20.0%
Q1 2018$598,000
-54.5%
20,823
-56.3%
0.01%
-50.0%
Q4 2017$1,313,000
+1.0%
47,610
-4.1%
0.01%
-9.1%
Q3 2017$1,300,000
-16.0%
49,659
-20.2%
0.01%
-21.4%
Q2 2017$1,547,000
-8.4%
62,260
-11.3%
0.01%
-12.5%
Q1 2017$1,688,000
-24.2%
70,226
-27.1%
0.02%
-27.3%
Q4 2016$2,228,000
-5.8%
96,299
-6.8%
0.02%
-4.3%
Q3 2016$2,366,000
+15.7%
103,299
+11.1%
0.02%
+9.5%
Q2 2016$2,045,000
+7.3%
92,962
+5.4%
0.02%0.0%
Q1 2016$1,906,000
-14.1%
88,181
-6.6%
0.02%
-19.2%
Q4 2015$2,218,000
+28.9%
94,402
+20.3%
0.03%
+23.8%
Q3 2015$1,721,000
+18.3%
78,481
+31.9%
0.02%
+23.5%
Q2 2015$1,455,000
+54.5%
59,489
+47.4%
0.02%
+41.7%
Q1 2015$942,000
+105.7%
40,346
+94.1%
0.01%
+300.0%
Q4 2014$458,00020,7820.00%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q2 2022
NameSharesValueWeighting ↓
Madrona Financial Services, LLC 431,645$19,121,8858.73%
HFG Advisors, Inc. 149,359$6,616,6197.24%
QP WEALTH MANAGEMENT, LLC 68,744$3,045,3595.31%
Concentrum Wealth Management 141,742$6,279,1913.80%
DB Wealth Management Group, LLC 130,609$5,785,9753.65%
MinichMacGregor Wealth Management, LLC 245,800$10,888,9833.61%
UNIONVIEW, LLC 82,490$3,654,3213.45%
Secure Asset Management, LLC 248,006$10,986,6673.29%
Prospera Financial Services Inc 1,693,563$75,028,1532.90%
Strid Group, LLC 283,713$12,568,4862.63%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders