Asset Dedication, LLC - FIRST TR EXCHANGE-TRADED FD ownership

FIRST TR EXCHANGE-TRADED FD's ticker is ROBT and the CUSIP is 33738R720. A total of 128 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Asset Dedication, LLC ownership history of FIRST TR EXCHANGE-TRADED FD
ValueSharesWeighting
Q2 2024$15,751
+92552.9%
3720.0%0.00%0.0%
Q1 2024$170.0%3720.0%0.00%0.0%
Q4 2023$17
+13.3%
3720.0%0.00%0.0%
Q3 2023$15
-11.8%
3720.0%0.00%0.0%
Q2 2023$17
+6.2%
3720.0%0.00%0.0%
Q1 2023$16
+23.1%
3720.0%0.00%0.0%
Q4 2022$13
-99.9%
3720.0%0.00%0.0%
Q3 2022$13,000
-7.1%
3720.0%0.00%
-50.0%
Q2 2022$14,000
-22.2%
3720.0%0.00%0.0%
Q1 2022$18,000
-10.0%
3720.0%0.00%0.0%
Q4 2021$20,0000.0%3720.0%0.00%
-33.3%
Q3 2021$20,000
+33.3%
372
+31.0%
0.00%
+50.0%
Q2 2021$15,0000.0%2840.0%0.00%
-33.3%
Q1 2021$15,000
+7.1%
2840.0%0.00%0.0%
Q4 2020$14,000
+27.3%
2840.0%0.00%
+50.0%
Q3 2020$11,000
+10.0%
2840.0%0.00%
-33.3%
Q2 2020$10,0002840.00%
Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q1 2024
NameSharesValueWeighting ↓
YHB Investment Advisors, Inc. 19,695$507,0000.09%
Kovack Advisors, Inc. 8,895$229,0000.07%
Clarus Wealth Advisors 725$19,0000.03%
Claro Advisors LLC 306$10,0000.01%
Advisor Group, Inc. 18,998$489,0000.01%
Wealthcare Advisory Partners LLC 1,000$26,0000.01%
LADENBURG THALMANN FINANCIAL SERVICES INC. 15,302$394,0000.00%
JANE STREET GROUP, LLC 62,168$1,599,0000.00%
IFP Advisors, Inc 1,695$43,0000.00%
NEXT Financial Group, Inc 300$8,0000.00%
View complete list of FIRST TR EXCHANGE-TRADED FD shareholders