NewSquare Capital LLC - FIRST TR EXCHANGE-TRADED FD ownership

Quarter-by-quarter ownership
NewSquare Capital LLC ownership history of FIRST TR EXCHANGE-TRADED FD
ValueSharesWeighting
Q3 2023$18,966,698
+32.2%
280,448
+39.2%
2.00%
+34.4%
Q2 2023$14,343,432
+198.3%
201,481
+171.5%
1.49%
+162.5%
Q1 2023$4,808,90274,2000.57%
Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q4 2023
NameSharesValueWeighting ↓
O'Dell Group, LLC 300,662$20,333,7666.19%
Paragon Private Wealth Management, LLC 48,398$3,273,1572.70%
NewSquare Capital LLC 280,448$18,966,6982.00%
Stegent Equity Advisors, Inc. 23,075$1,560,5621.97%
Adams Wealth Management 68,012$4,599,6521.56%
Nilsine Partners, LLC 128,441$8,686,4651.31%
MinichMacGregor Wealth Management, LLC 51,410$3,476,8581.15%
TriaGen Wealth Management LLC 29,653$2,005,4321.02%
FIRST TRUST ADVISORS LP 9,982,766$675,134,4640.80%
WCG Wealth Advisors LLC 147,614$10,0840.74%
View complete list of FIRST TR EXCHANGE-TRADED FD shareholders