FIRST TR EXCHNG TRADED FD VI's ticker is LDSF and the CUSIP is 33740F870.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,760,499 | -14.4% | 95,992 | -13.7% | 0.02% | -11.1% |
| Q2 2023 | $2,055,976 | -23.8% | 111,290 | -23.1% | 0.02% | -30.8% |
| Q1 2023 | $2,697,796 | +118.3% | 144,809 | -20.3% | 0.03% | -58.1% |
| Q4 2022 | $1,236,059 | -68.7% | 181,728 | -15.4% | 0.06% | +37.8% |
| Q3 2022 | $3,945,000 | +15.4% | 214,775 | +17.5% | 0.04% | +50.0% |
| Q2 2022 | $3,419,000 | -38.4% | 182,833 | -36.1% | 0.03% | -30.2% |
| Q1 2022 | $5,553,000 | +7.5% | 286,116 | +10.9% | 0.04% | +10.3% |
| Q4 2021 | $5,165,000 | +6.7% | 258,094 | +7.5% | 0.04% | +25.8% |
| Q3 2021 | $4,840,000 | +87.6% | 240,118 | +88.8% | 0.03% | +34.8% |
| Q2 2021 | $2,580,000 | -0.2% | 127,153 | -0.6% | 0.02% | -8.0% |
| Q1 2021 | $2,586,000 | -4.6% | 127,860 | -3.5% | 0.02% | -10.7% |
| Q4 2020 | $2,712,000 | +3.5% | 132,563 | +2.8% | 0.03% | -17.6% |
| Q3 2020 | $2,621,000 | -3.5% | 128,975 | -3.7% | 0.03% | -10.5% |
| Q2 2020 | $2,715,000 | +15.5% | 133,924 | +11.8% | 0.04% | -11.6% |
| Q1 2020 | $2,351,000 | +97.9% | 119,804 | +106.8% | 0.04% | +138.9% |
| Q4 2019 | $1,188,000 | – | 57,945 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sterling Manor Financial, LLC | 242,607 | $4,922,000 | 3.94% |
| Atlas Private Wealth Advisors | 285,157 | $5,786,000 | 3.13% |
| Echo Wealth Management, LLC | 80,577 | $1,634,000 | 2.09% |
| Advisory Resource Group | 139,381 | $2,828,000 | 1.13% |
| Capital Asset Advisory Services LLC | 494,499 | $10,033,000 | 1.10% |
| Gladstone Institutional Advisory LLC | 342,241 | $6,944 | 0.82% |
| 1776 Wealth LLC | 52,700 | $1,069,000 | 0.60% |
| StoneX Group Inc. | 114,839 | $2,330,000 | 0.35% |
| Mutual Advisors, LLC | 229,656 | $4,660,000 | 0.28% |
| DHJJ Financial Advisors, Ltd. | 25,089 | $509,000 | 0.27% |