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

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FIRST TR EXCHANGE-TRADED FD's ticker is DVOL and the CUSIP is 33741L108. A total of 38 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

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Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of FIRST TR EXCHANGE-TRADED FD
ValueSharesWeighting
Q3 2023$650,741
-9.0%
26,075
-3.7%
0.00%0.0%
Q2 2023$715,150
+1.7%
27,089
-1.6%
0.00%0.0%
Q1 2023$703,315
-12.0%
27,527
-9.5%
0.00%0.0%
Q4 2022$799,543
-1.0%
30,424
-9.8%
0.00%
-20.0%
Q3 2022$808,000
-9.4%
33,736
-4.9%
0.01%0.0%
Q2 2022$892,000
-20.4%
35,489
-9.2%
0.01%0.0%
Q1 2022$1,120,000
-16.8%
39,087
-7.7%
0.01%
-16.7%
Q4 2021$1,346,000
+10.9%
42,353
-3.9%
0.01%0.0%
Q3 2021$1,214,000
-16.3%
44,085
-17.3%
0.01%
-14.3%
Q2 2021$1,450,000
+5.5%
53,326
-4.0%
0.01%
-12.5%
Q1 2021$1,374,000
-11.6%
55,573
-12.2%
0.01%
-11.1%
Q4 2020$1,554,000
-6.3%
63,297
-14.2%
0.01%
-18.2%
Q3 2020$1,659,000
+6.9%
73,744
-2.9%
0.01%0.0%
Q2 2020$1,552,000
+5.3%
75,981
-7.5%
0.01%
-8.3%
Q1 2020$1,474,000
-25.8%
82,162
-7.9%
0.01%
-7.7%
Q4 2019$1,987,000
-5.3%
89,251
-3.0%
0.01%
-13.3%
Q3 2019$2,099,000–92,009–0.02%–
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Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q3 2021
NameSharesValueWeighting ↓
HARVEST GROUP WEALTH MANAGEMENT, LLC 34,299$844,0000.56%
Private Advisory Group LLC 67,401$1,614,0000.37%
AFFINITY WEALTH MANAGEMENT LLC 44,154$1,058,0000.26%
Weaver Consulting Group 14,497$347,0000.20%
MTM Investment Management, LLC 11,528$276,0000.16%
CWM, LLC 818,594$19,606,0000.16%
Prospera Financial Services Inc 62,023$1,485,0000.08%
COMMONWEALTH EQUITY SERVICES, LLC 556,085$13,318,0000.03%
FLOW TRADERS U.S. LLC 17,983$431,0000.02%
PRIVATE TRUST CO NA 5,155$123,0000.02%
View complete list of FIRST TR EXCHANGE-TRADED FD shareholders