FIRST TR EXCHNG TRADED FD VI's ticker is LDSF and the CUSIP is 33740F870.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $39,394 | +38.7% | 2,148 | +39.5% | 0.00% | 0.0% |
| Q2 2023 | $28,398 | +473200.0% | 1,540 | +400.0% | 0.00% | – |
| Q1 2023 | $6 | -99.9% | 308 | +5.8% | 0.00% | – |
| Q2 2022 | $5,000 | -28.6% | 291 | -16.6% | 0.00% | – |
| Q4 2021 | $7,000 | +250.0% | 349 | +267.4% | 0.00% | – |
| Q2 2020 | $2,000 | – | 95 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sterling Manor Financial, LLC | 242,607 | $4,922,000 | 3.94% |
| Atlas Private Wealth Advisors | 285,157 | $5,786,000 | 3.13% |
| Echo Wealth Management, LLC | 80,577 | $1,634,000 | 2.09% |
| Advisory Resource Group | 139,381 | $2,828,000 | 1.13% |
| Capital Asset Advisory Services LLC | 494,499 | $10,033,000 | 1.10% |
| Gladstone Institutional Advisory LLC | 342,241 | $6,944 | 0.82% |
| 1776 Wealth LLC | 52,700 | $1,069,000 | 0.60% |
| StoneX Group Inc. | 114,839 | $2,330,000 | 0.35% |
| Mutual Advisors, LLC | 229,656 | $4,660,000 | 0.28% |
| DHJJ Financial Advisors, Ltd. | 25,089 | $509,000 | 0.27% |