Simplicity Solutions, LLC - FIRST TR EXCHANGE TRADED FD ownership

FIRST TR EXCHANGE TRADED FD's ticker is FV and the CUSIP is 33738R605. A total of 246 filers reported holding FIRST TR EXCHANGE TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Simplicity Solutions, LLC ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q3 2023$532,633
-15.6%
12,023
-10.6%
0.02%0.0%
Q2 2023$630,860
+4.0%
13,448
-0.1%
0.02%
+6.2%
Q1 2023$606,656
+81.6%
13,457
+65.3%
0.02%
-66.7%
Q3 2022$334,000
-33.1%
8,139
-51.0%
0.05%
+60.0%
Q1 2019$499,000
+30.6%
16,608
+9.9%
0.03%
-38.8%
Q4 2018$382,000
-91.7%
15,107
-92.3%
0.05%
-91.0%
Q4 2015$4,601,000
+377.8%
195,865
+346.3%
0.54%
-47.6%
Q3 2015$963,000
+44.2%
43,891
+60.5%
1.04%
+63.7%
Q2 2015$668,00027,3400.63%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q3 2023
NameSharesValueWeighting ↓
Strid Group, LLC 903,357$36,559,0009.85%
Prospera Financial Services Inc 2,640,009$106,842,0007.36%
Secure Asset Management, LLC 122,889$4,973,0002.93%
DB Wealth Management Group, LLC 90,338$3,656,0002.70%
Bickling Financial Services, Inc. 101,137$4,093,0002.52%
Concentrum Wealth Management 77,474$3,135,0002.48%
Claro Advisors LLC 99,553$4,029,0002.14%
MGO ONE SEVEN LLC 179,829$7,278,0001.50%
Accel Wealth Management 35,234$1,426,0001.33%
QP WEALTH MANAGEMENT, LLC 23,627$956,0001.06%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders