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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Atlas Private Wealth Advisors | 325,951 | $6,522,000 | 3.02% |
| Echo Wealth Management, LLC | 91,928 | $1,830,000 | 2.09% |
| Capital Asset Advisory Services LLC | 522,036 | $10,446,000 | 1.11% |
| BlackDiamond Wealth Management, LLC | 38,514 | $771,000 | 0.88% |
| Sterling Manor Financial, LLC | 38,987 | $780,000 | 0.61% |
| 1776 Wealth LLC | 46,900 | $938,000 | 0.50% |
| Gladstone Institutional Advisory LLC | 269,536 | $5,393 | 0.42% |
| StoneX Group Inc. | 153,504 | $3,072,000 | 0.37% |
| Mutual Advisors, LLC | 227,307 | $4,548,000 | 0.24% |
| Ameritas Advisory Services, LLC | 252,320 | $5,049,000 | 0.18% |