FIRST TR EXCHANGE TRADED FD's ticker is IFV and the CUSIP is 33738R886.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $301,674 | -9.8% | 17,005 | -8.1% | 0.04% | -2.6% |
| Q2 2023 | $334,426 | +3.7% | 18,497 | -1.2% | 0.04% | +5.6% |
| Q1 2023 | $322,617 | +0.9% | 18,713 | -2.1% | 0.04% | 0.0% |
| Q4 2022 | $319,850 | -99.9% | 19,118 | +5.1% | 0.04% | +5.9% |
| Q3 2022 | $293,168,000 | +13.7% | 18,198 | +24.8% | 0.03% | +21.4% |
| Q2 2022 | $257,739,000 | +88470.1% | 14,586 | +4.6% | 0.03% | +7.7% |
| Q1 2022 | $291,000 | +3.2% | 13,945 | +14.8% | 0.03% | +23.8% |
| Q4 2021 | $282,000 | +9.3% | 12,152 | +6.9% | 0.02% | +5.0% |
| Q3 2021 | $258,000 | -6.5% | 11,367 | +1.6% | 0.02% | -4.8% |
| Q2 2021 | $276,000 | -4.5% | 11,191 | -11.2% | 0.02% | -4.5% |
| Q1 2021 | $289,000 | – | 12,603 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| QP WEALTH MANAGEMENT, LLC | 56,006 | $1,300,000 | 1.38% |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 40,700 | $945,000 | 1.09% |
| TriaGen Wealth Management LLC | 89,741 | $2,084,000 | 1.03% |
| &PARTNERS | 57,721 | $1,340,000 | 0.81% |
| Good Life Advisors, LLC | 186,886 | $4,340,000 | 0.53% |
| Arkadios Wealth Advisors | 120,953 | $2,809,000 | 0.37% |
| Prospera Financial Services Inc | 290,309 | $6,741,000 | 0.29% |
| Claro Advisors LLC | 11,900 | $276,000 | 0.10% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 45,729 | $1,066,000 | 0.05% |
| D.A. DAVIDSON & CO. | 162,391 | $3,771,000 | 0.04% |