Waverly Advisors, LLC - FIRST TR EXCHANGE TRADED FD ownership

FIRST TR EXCHANGE TRADED FD's ticker is FBT and the CUSIP is 33733E203. A total of 236 filers reported holding FIRST TR EXCHANGE TRADED FD in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.1%.

Quarter-by-quarter ownership
Waverly Advisors, LLC ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q3 2023$1,144,014
-4.4%
7,8170.0%0.05%
-5.7%
Q2 2023$1,197,095
-1.2%
7,8170.0%0.05%
-15.9%
Q1 2023$1,211,855
+0.6%
7,8170.0%0.06%
-6.0%
Q4 2022$1,204,834
+16.7%
7,8170.0%0.07%
-8.2%
Q3 2022$1,032,000
-2.6%
7,8170.0%0.07%
-24.7%
Q2 2022$1,060,000
-9.1%
7,8170.0%0.10%
-2.0%
Q1 2022$1,166,000
-0.5%
7,8170.0%0.10%
-2.0%
Q4 2021$1,172,000
+104.5%
7,817
+118.4%
0.10%
+106.1%
Q3 2021$573,000
+3481.2%
3,579
+2150.9%
0.05%
+512.5%
Q4 2014$16,000
+6.7%
1590.0%0.01%0.0%
Q3 2014$15,000
+114.3%
159
+76.7%
0.01%
+166.7%
Q2 2014$7,000900.00%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q3 2023
NameSharesValueWeighting ↓
Berger Financial Group, Inc 136,975$20,428,0002.60%
Kingsbury Capital Investment Advisors LLC 14,510$2,164,0002.38%
SFI Advisors, LLC 22,311$3,327,0002.03%
Hartford Financial Management Inc. 38,934$5,807,0001.40%
TPG Financial Advisors, LLC 15,115$2,254,0001.36%
PACIFIC SUN FINANCIAL CORP 12,543$1,871,0001.02%
ESG Planning DBA Harper Investing 6,732$1,004,0000.93%
Quad-Cities Investment Group, LLC 8,252$1,231,0000.79%
RWA WEALTH PARTNERS, LLC 76,745$11,446,0000.74%
Quantum Private Wealth, LLC 11,232$1,675,0000.72%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders