FIRST TR EXCHANGE TRADED FD's ticker is FVC and the CUSIP is 33738R878. A total of 55 filers reported holding FIRST TR EXCHANGE TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $284,622 | -17.8% | 8,072 | -19.5% | 0.02% | -17.9% |
| Q1 2024 | $346,171 | -28.4% | 10,031 | -32.0% | 0.03% | -28.2% |
| Q4 2023 | $483,259 | +13.4% | 14,744 | +8.5% | 0.04% | -25.0% |
| Q3 2023 | $426,189 | -24.0% | 13,595 | -18.5% | 0.05% | -17.5% |
| Q2 2023 | $560,425 | +7.6% | 16,674 | +5.6% | 0.06% | +6.8% |
| Q1 2023 | $520,632 | -7.0% | 15,786 | -1.3% | 0.06% | -6.3% |
| Q4 2022 | $559,914 | -99.9% | 15,991 | -16.1% | 0.06% | -13.7% |
| Q3 2022 | $637,221,000 | +18.9% | 19,065 | +20.7% | 0.07% | +28.1% |
| Q2 2022 | $535,707,000 | +85888.3% | 15,793 | -7.1% | 0.06% | +1.8% |
| Q1 2022 | $623,000 | +13.5% | 16,998 | +17.2% | 0.06% | +40.0% |
| Q4 2021 | $549,000 | +12.0% | 14,505 | +4.0% | 0.04% | +8.1% |
| Q3 2021 | $490,000 | -7.2% | 13,950 | -4.0% | 0.04% | -5.1% |
| Q2 2021 | $528,000 | -1.5% | 14,533 | -7.4% | 0.04% | -7.1% |
| Q1 2021 | $536,000 | – | 15,690 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RiverTree Advisors, LLC | 25,201 | $831,129 | 0.60% |
| Total Clarity Wealth Management, Inc. | 19,833 | $654,092 | 0.36% |
| PCG Wealth Advisors, LLC | 15,905 | $524,547 | 0.33% |
| Atria Investments, Inc | 394,307 | $13,004,238 | 0.25% |
| Prospera Financial Services Inc | 117,991 | $3,891,363 | 0.16% |
| Householder Group Estate & Retirement Specialist, LLC | 12,073 | $398 | 0.15% |
| SILVER OAK SECURITIES, Inc | 21,975 | $725 | 0.12% |
| AFFINITY WEALTH MANAGEMENT LLC | 7,912 | $260,938 | 0.06% |
| Freedom Investment Management, Inc. | 15,786 | $520,632 | 0.06% |
| Geneos Wealth Management Inc. | 22,602 | $745,414 | 0.04% |