FIRST TR EXCHANGE TRADED FD's ticker is NXTG and the CUSIP is 33737K205.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $173,111 | -5.5% | 2,551 | 0.0% | 0.09% | +14.6% |
| Q2 2023 | $183,111 | +3.3% | 2,551 | 0.0% | 0.08% | +6.5% |
| Q1 2023 | $177,269 | +14.0% | 2,551 | 0.0% | 0.08% | +10.0% |
| Q4 2022 | $155,560 | +5.1% | 2,551 | -3.9% | 0.07% | +4.5% |
| Q3 2022 | $148,000 | -13.5% | 2,654 | 0.0% | 0.07% | -2.9% |
| Q2 2022 | $171,000 | -5.5% | 2,654 | +11.2% | 0.07% | +6.2% |
| Q1 2022 | $181,000 | +21.5% | 2,386 | +32.1% | 0.06% | +62.5% |
| Q4 2021 | $149,000 | – | 1,806 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Concentrum Wealth Management | 24,011 | $1,629,531 | 0.99% |
| WealthCare Investment Partners, LLC | 15,051 | $1,016,577 | 0.62% |
| WEALTH ADVISORS, INC. | 19,500 | $1,323,270 | 0.59% |
| First PREMIER Bank | 26,590 | $1,805 | 0.55% |
| Stonebridge Financial Planning Group, LLC | 8,634 | $585,920 | 0.38% |
| 1776 Wealth LLC | 7,959 | $540,098 | 0.28% |
| Flaharty Asset Management, LLC | 12,825 | $870,323 | 0.15% |
| Ignite Planners, LLC | 6,425 | $429,561 | 0.13% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 43,822 | $2,974 | 0.11% |
| AVANTAX ADVISORY SERVICES, INC. | 138,275 | $9,383,347 | 0.10% |