FIRST TR EXCHANGE TRADED FD's ticker is EDOW and the CUSIP is 33733A201.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $212,894 | -5.0% | 7,334 | -1.4% | 0.00% | 0.0% |
| Q2 2023 | $224,094 | +2.9% | 7,440 | +1.0% | 0.00% | 0.0% |
| Q1 2023 | $217,739 | +5.7% | 7,366 | -11.2% | 0.00% | 0.0% |
| Q3 2022 | $206,000 | -8.4% | 8,295 | +0.2% | 0.00% | 0.0% |
| Q2 2022 | $225,000 | -13.1% | 8,280 | -0.8% | 0.00% | 0.0% |
| Q1 2022 | $259,000 | -6.8% | 8,346 | -4.7% | 0.00% | 0.0% |
| Q4 2021 | $278,000 | +6.9% | 8,759 | +0.9% | 0.00% | 0.0% |
| Q3 2021 | $260,000 | -2.3% | 8,683 | +0.1% | 0.00% | 0.0% |
| Q2 2021 | $266,000 | -14.7% | 8,675 | -17.8% | 0.00% | -33.3% |
| Q1 2021 | $312,000 | -44.3% | 10,557 | -48.8% | 0.00% | -50.0% |
| Q4 2020 | $560,000 | +677.8% | 20,620 | +567.3% | 0.01% | +500.0% |
| Q2 2020 | $72,000 | – | 3,090 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TRUIST FINANCIAL CORP | 958,473 | $19,382,000 | 0.05% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 9,506 | $192,000 | 0.02% |
| 1776 Wealth LLC | 1,441 | $35,000 | 0.02% |
| BENJAMIN EDWARDS INC | 496 | $10,000 | 0.01% |
| OSAIC HOLDINGS, INC. | 72,510 | $1,466,000 | 0.01% |
| LPL Financial LLC | 62,314 | $1,260,000 | 0.00% |
| COMMONWEALTH EQUITY SERVICES, LLC | 24,768 | $500,000 | 0.00% |
| RAYMOND JAMES & ASSOCIATES | 69,587 | $1,407,000 | 0.00% |
| Ameritas Investment Company, LLC | 612 | $12,000 | 0.00% |
| Janney Montgomery Scott LLC | 14,700 | $297,000 | 0.00% |