FIRST TR EXCHNG TRADED FD VI's ticker is FIXD and the CUSIP is 33740F805.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,317,252 | +35.5% | 31,408 | +43.8% | 0.12% | +38.6% |
| Q2 2023 | $972,281 | +204.5% | 21,849 | +208.3% | 0.09% | +158.8% |
| Q1 2023 | $319,340 | -0.2% | 7,087 | 0.0% | 0.03% | -35.8% |
| Q4 2022 | $320,049 | +7.4% | 7,087 | 0.0% | 0.05% | -58.3% |
| Q3 2022 | $298,000 | -9.4% | 7,087 | 0.0% | 0.13% | -11.8% |
| Q2 2022 | $329,000 | -11.3% | 7,087 | -8.2% | 0.14% | 0.0% |
| Q1 2022 | $371,000 | +10.7% | 7,718 | +20.3% | 0.14% | +2.9% |
| Q4 2021 | $335,000 | +45.7% | 6,418 | +49.1% | 0.14% | +60.9% |
| Q3 2021 | $230,000 | – | 4,305 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dominguez Wealth Management Solutions, Inc. | 394,507 | $16,590,987 | 15.32% |
| Coppell Advisory Solutions LLC | 717,264 | $31,502,227 | 10.84% |
| O'Connor Financial Group LLC | 358,772 | $15,088,130 | 10.33% |
| Alpha Financial Advisors, LLC | 363,386 | $15,282,188 | 9.68% |
| Long Run Wealth Advisors, LLC | 682,476 | $28,701,547 | 9.31% |
| Seascape Capital Management | 429,831 | $18,077 | 8.57% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 5,857,317 | $246,329 | 8.33% |
| LVZ, Inc. | 1,168,508 | $49,141,610 | 7.93% |
| Drake & Associates, LLC | 415,885 | $17,490,038 | 7.92% |
| Solano Wealth Management, Inc. | 253,886 | $10,677,160 | 7.41% |