Creative Planning - FIRST TR EXCHANGE TRADED FD ownership

FIRST TR EXCHANGE TRADED FD's ticker is FV and the CUSIP is 33738R605. A total of 254 filers reported holding FIRST TR EXCHANGE TRADED FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Creative Planning ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q2 2024$3,638,528
+0.0%
63,537
-0.0%
0.00%0.0%
Q1 2024$3,637,191
+9.4%
63,554
-1.4%
0.00%
-33.3%
Q4 2023$3,324,418
+9.8%
64,489
-5.6%
0.01%
+50.0%
Q3 2023$3,026,522
-5.0%
68,319
+0.6%
0.00%0.0%
Q2 2023$3,184,408
-4.5%
67,883
-8.2%
0.00%
-20.0%
Q1 2023$3,335,044
+24.3%
73,981
+28.4%
0.01%
+25.0%
Q4 2022$2,682,339
+21.0%
57,623
+6.7%
0.00%0.0%
Q3 2022$2,216,000
-1.8%
53,986
-0.9%
0.00%0.0%
Q2 2022$2,256,000
-10.6%
54,460
+2.8%
0.00%0.0%
Q1 2022$2,524,000
-1.3%
52,961
+1.8%
0.00%0.0%
Q4 2021$2,558,000
+19.8%
52,022
+11.5%
0.00%0.0%
Q3 2021$2,135,000
-38.0%
46,639
-35.9%
0.00%
-33.3%
Q2 2021$3,445,000
+583.5%
72,705
+544.1%
0.01%
+500.0%
Q1 2021$504,000
+8.6%
11,288
-1.5%
0.00%0.0%
Q4 2020$464,000
-12.5%
11,461
-26.2%
0.00%0.0%
Q3 2020$530,000
+23.8%
15,531
+16.6%
0.00%0.0%
Q2 2020$428,000
+12.6%
13,318
-10.0%
0.00%0.0%
Q1 2020$380,000
-17.7%
14,796
+1.1%
0.00%0.0%
Q4 2019$462,000
+4.5%
14,631
-2.0%
0.00%0.0%
Q3 2019$442,000
-4.9%
14,924
-2.3%
0.00%
-50.0%
Q2 2019$465,000
+1.5%
15,279
+0.2%
0.00%0.0%
Q1 2019$458,000
+19.9%
15,245
+0.7%
0.00%0.0%
Q4 2018$382,000
-18.4%
15,1430.0%0.00%0.0%
Q3 2018$468,000
+17.0%
15,143
+11.5%
0.00%0.0%
Q2 2018$400,000
+20.8%
13,587
+18.0%
0.00%
+100.0%
Q1 2018$331,000
-11.5%
11,513
-15.2%
0.00%
-50.0%
Q4 2017$374,000
+2.7%
13,572
-2.5%
0.00%0.0%
Q3 2017$364,000
+38.4%
13,925
+31.5%
0.00%
+100.0%
Q2 2017$263,000
+22.3%
10,592
+18.3%
0.00%0.0%
Q1 2017$215,000
-73.3%
8,957
-74.3%
0.00%
-80.0%
Q4 2016$805,000
+31.1%
34,786
+29.6%
0.01%
+25.0%
Q3 2016$614,000
+1327.9%
26,831
+1271.0%
0.00%
Q3 2015$43,000
-57.8%
1,957
-53.7%
0.00%
-100.0%
Q1 2015$102,0004,2300.00%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q2 2023
NameSharesValueWeighting ↓
Trinity Legacy Partners, LLC 1,249,013$25,218,00011.79%
Prospera Financial Services Inc 4,156,109$131,167,00010.10%
Strid Group, LLC 803,947$25,373,0008.06%
Concentrum Wealth Management 137,983$4,355,0004.90%
Wealth Enhancement & Preservation of GA, LLC 257,401$8,111,0004.14%
Secure Asset Management, LLC 134,281$4,238,0002.99%
Claro Advisors LLC 105,072$3,316,0002.55%
LexAurum Advisors, LLC 110,171$3,477,0001.72%
Professional Financial Advisors, LLC 51,788$1,634,0001.55%
Western Wealth Management, LLC 318,556$9,693,0001.47%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders