FIRST TR EXCHANGE-TRADED FD's ticker is TDIV and the CUSIP is 33738R118. A total of 140 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $380,290 | -9.1% | 6,780 | -4.9% | 0.05% | -13.8% |
| Q2 2023 | $418,246 | +3.6% | 7,130 | -4.5% | 0.06% | -3.3% |
| Q1 2023 | $403,782 | +11.9% | 7,465 | -1.1% | 0.06% | +7.1% |
| Q4 2022 | $360,739 | +9.0% | 7,550 | -0.3% | 0.06% | +1.8% |
| Q3 2022 | $331,000 | -12.9% | 7,575 | 0.0% | 0.06% | -9.8% |
| Q2 2022 | $380,000 | -15.4% | 7,575 | -0.5% | 0.06% | +1.7% |
| Q1 2022 | $449,000 | -6.1% | 7,610 | 0.0% | 0.06% | -1.6% |
| Q4 2021 | $478,000 | +11.2% | 7,610 | 0.0% | 0.06% | +5.2% |
| Q3 2021 | $430,000 | -2.7% | 7,610 | -1.3% | 0.06% | -3.3% |
| Q2 2021 | $442,000 | +3.3% | 7,710 | -2.7% | 0.06% | -6.2% |
| Q1 2021 | $428,000 | +9.7% | 7,920 | +0.4% | 0.06% | +3.2% |
| Q4 2020 | $390,000 | +8.9% | 7,885 | -3.5% | 0.06% | -10.1% |
| Q3 2020 | $358,000 | +5.0% | 8,170 | 0.0% | 0.07% | -4.2% |
| Q2 2020 | $341,000 | +18.0% | 8,170 | 0.0% | 0.07% | -7.7% |
| Q1 2020 | $289,000 | -18.1% | 8,170 | -0.1% | 0.08% | -3.7% |
| Q4 2019 | $353,000 | – | 8,180 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 1,741,046 | $46,886,000 | 19.07% |
| BRINKER CAPITAL INC | 825,537 | $22,232,000 | 1.97% |
| NewEdge Advisors, LLC | 61,788 | $1,664,000 | 1.18% |
| Regal Investment Advisors LLC | 117,064 | $3,153,000 | 0.78% |
| First Heartland Consultants, Inc. | 45,321 | $1,220,000 | 0.46% |
| Baker Avenue Asset Management, LP | 121,909 | $3,283,000 | 0.44% |
| Koshinski Asset Management, Inc. | 23,647 | $637,000 | 0.41% |
| BSW Wealth Partners | 21,196 | $571,000 | 0.36% |
| Brinker Capital Investments, LLC | 341,099 | $9,186,000 | 0.35% |
| BKS ADVISORS, LLC | 20,026 | $539,000 | 0.26% |