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

FIRST TR EXCHNG TRADED FD VI's ticker is UCON and the CUSIP is 33740F888. A total of 87 filers reported holding FIRST TR EXCHNG TRADED FD VI in Q3 2021. 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 EXCHNG TRADED FD VI
ValueSharesWeighting
Q3 2022$375,000
-30.9%
15,750
-29.0%
0.00%
-33.3%
Q2 2022$543,000
-10.0%
22,170
-6.2%
0.00%0.0%
Q1 2022$603,000
-3.2%
23,6350.0%0.00%0.0%
Q4 2021$623,000
-4.0%
23,635
-3.2%
0.00%0.0%
Q3 2021$649,000
-3.3%
24,404
-3.0%
0.00%0.0%
Q2 2021$671,000
+3.4%
25,154
+3.2%
0.00%
-25.0%
Q1 2021$649,000
-0.3%
24,3850.0%0.00%0.0%
Q4 2020$651,000
-1.7%
24,385
-3.3%
0.00%0.0%
Q3 2020$662,000
-16.8%
25,230
-18.4%
0.00%
-33.3%
Q2 2020$796,000
-3.7%
30,930
-9.6%
0.01%
-14.3%
Q1 2020$827,000
-4.4%
34,230
+2.4%
0.01%
+16.7%
Q4 2019$865,000
+1.9%
33,430
+1.5%
0.01%0.0%
Q3 2019$849,000
+26.9%
32,930
+26.7%
0.01%
+50.0%
Q2 2019$669,000
+5.5%
26,000
+4.0%
0.00%0.0%
Q1 2019$634,000
-0.2%
25,000
-2.0%
0.00%
-20.0%
Q4 2018$635,000
+36.3%
25,500
+37.8%
0.01%
+66.7%
Q3 2018$466,00018,5000.00%
Other shareholders
FIRST TR EXCHNG TRADED FD VI shareholders Q3 2021
NameSharesValueWeighting ↓
Pitti Group Wealth Management, LLC 349,595$9,219,00010.29%
Sterling Manor Financial, LLC 276,475$7,291,0005.69%
RiverTree Advisors, LLC 311,741$8,221,0005.26%
BlackDiamond Wealth Management, LLC 167,597$4,420,0005.07%
JANICZEK WEALTH MANAGEMENT, LLC 641,699$16,922,0005.06%
Darwin Wealth Management, LLC 813,815$21,322,0003.36%
Northwest Capital Management Inc 238,023$6,196,0002.94%
CREATIVE FINANCIAL DESIGNS INC /ADV 434,254$11,451,0001.73%
Triumph Capital Management 125,211$3,302,0001.43%
HARBOUR INVESTMENTS, INC. 892,929$23,547,0001.40%
View complete list of FIRST TR EXCHNG TRADED FD VI shareholders