FIRST TR EXCHNG TRADED FD VI's ticker is DEED and the CUSIP is 33740U109.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $595,000 | -53.6% | 29,783 | -50.4% | 0.00% | -40.0% |
| Q2 2023 | $1,281,000 | -90.8% | 59,994 | -90.7% | 0.01% | -84.8% |
| Q1 2023 | $13,971,847 | -5.6% | 642,053 | -8.5% | 0.03% | -65.3% |
| Q4 2022 | $14,800,810 | -9.4% | 701,796 | -7.7% | 0.10% | -51.5% |
| Q3 2022 | $16,329,000 | -20.7% | 760,557 | -16.0% | 0.20% | -14.0% |
| Q2 2022 | $20,589,000 | – | 905,843 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Drake & Associates, LLC | 527,172 | $11,983,000 | 6.78% |
| Darwin Wealth Management, LLC | 748,270 | $17,382,000 | 3.51% |
| Walkner Condon Financial Advisors LLC | 301,891 | $6,861,000 | 2.15% |
| USAdvisors Wealth Management, LLC | 188,280 | $4,280,000 | 2.14% |
| BKA Wealth Consulting, Inc. | 35,718 | $812,000 | 1.48% |
| RDA Financial Network | 53,585 | $1,218,000 | 0.62% |
| CHIRON CAPITAL MANAGEMENT, LLC | 42,132 | $958,000 | 0.60% |
| Csenge Advisory Group | 257,899 | $5,862,000 | 0.49% |
| WealthOne, LLC | 50,415 | $1,146,000 | 0.47% |
| Sterling Manor Financial, LLC | 15,014 | $341,000 | 0.42% |