FIRST TR EXCHANGE-TRADED FD's ticker is FCTR and the CUSIP is 33733E872.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $218,824 | -22.7% | 8,884 | -17.5% | 0.00% | 0.0% |
Q2 2023 | $283,011 | -4.1% | 10,773 | +0.2% | 0.00% | -33.3% |
Q1 2023 | $294,977 | +99892.2% | 10,749 | +1.7% | 0.00% | – |
Q4 2022 | $295 | -99.9% | 10,571 | +3.2% | 0.00% | -100.0% |
Q3 2022 | $268,000 | -2.9% | 10,247 | +1.0% | 0.00% | +50.0% |
Q2 2022 | $276,000 | -20.9% | 10,148 | -4.6% | 0.00% | -33.3% |
Q1 2022 | $349,000 | -23.5% | 10,642 | -17.0% | 0.00% | 0.0% |
Q4 2021 | $456,000 | +21.6% | 12,824 | +16.2% | 0.00% | +50.0% |
Q3 2021 | $375,000 | +8.7% | 11,034 | +11.1% | 0.00% | -33.3% |
Q2 2021 | $345,000 | -20.9% | 9,935 | -25.0% | 0.00% | -25.0% |
Q1 2021 | $436,000 | – | 13,248 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Lunt Capital Management, Inc. | 296,151 | $7,294,880 | 3.85% |
Soltis Investment Advisors LLC | 1,019,979 | $25,124,425 | 3.23% |
Patriot Financial Group Insurance Agency, LLC | 126,540 | $3,116,966 | 0.64% |
Geneos Wealth Management Inc. | 479,699 | $11,814,988 | 0.61% |
Ameritas Advisory Services, LLC | 113,947 | $2,806,783 | 0.14% |
Kraft, Davis & Associates, LLC | 14,498 | $347,517 | 0.13% |
ICA Group Wealth Management, LLC | 16,243 | $400,105 | 0.11% |
SILVER OAK SECURITIES, Inc | 18,385 | $452,865 | 0.10% |
Key Bridge Compliance, LLC | 11,820 | $291,154 | 0.09% |
GeoWealth Management, LLC | 30,336 | $748 | 0.08% |