FIRST TR EXCHANGE TRADED FD's ticker is MDIV and the CUSIP is 33738R100.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,707 | +570600.0% | 391 | +475.0% | 0.00% | – |
| Q4 2022 | $1 | -100.0% | 68 | -93.5% | 0.00% | – |
| Q3 2022 | $15,000 | -70.0% | 1,044 | -65.5% | 0.00% | -100.0% |
| Q4 2021 | $50,000 | +163.2% | 3,029 | +157.6% | 0.00% | – |
| Q3 2021 | $19,000 | -53.7% | 1,176 | -50.9% | 0.00% | -100.0% |
| Q2 2021 | $41,000 | -25.5% | 2,397 | -29.2% | 0.00% | 0.0% |
| Q1 2021 | $55,000 | +31.0% | 3,385 | +21.7% | 0.00% | 0.0% |
| Q4 2020 | $42,000 | +110.0% | 2,782 | +129.7% | 0.00% | 0.0% |
| Q4 2018 | $20,000 | +400.0% | 1,211 | +537.4% | 0.00% | – |
| Q3 2018 | $4,000 | +300.0% | 190 | +331.8% | 0.00% | – |
| Q1 2016 | $1,000 | -88.9% | 44 | -89.8% | 0.00% | -100.0% |
| Q3 2014 | $9,000 | -70.0% | 433 | -68.0% | 0.00% | -75.0% |
| Q2 2014 | $30,000 | +233.3% | 1,353 | +239.1% | 0.00% | +300.0% |
| Q1 2014 | $9,000 | -95.3% | 399 | -95.6% | 0.00% | -96.9% |
| Q4 2013 | $191,000 | – | 9,166 | +458200.0% | 0.03% | – |
| Q2 2013 | $0 | – | 2 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Flaharty Asset Management, LLC | 858,194 | $13,860,000 | 3.20% |
| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 1,247,761 | $20,152,000 | 1.68% |
| Elevated Capital Advisors, LLC | 228,659 | $3,789,000 | 1.47% |
| Harvest Investment Services, LLC | 132,151 | $2,134,000 | 0.96% |
| Hardy Reed LLC | 179,382 | $2,897,000 | 0.56% |
| Capital Investment Advisory Services, LLC | 233,684 | $3,774,000 | 0.53% |
| Titus Wealth Management | 27,100 | $438,000 | 0.26% |
| Beacon Financial Advisory LLC | 19,002 | $307,000 | 0.18% |
| Kowal Investment Group, LLC | 23,150 | $374,000 | 0.15% |
| Dynamic Advisor Solutions LLC | 83,700 | $1,352,000 | 0.13% |