Waverly Advisors, LLC - FIRST TR EXCHANGE TRADED FD ownership

FIRST TR EXCHANGE TRADED FD's ticker is GRID and the CUSIP is 33737A108. A total of 178 filers reported holding FIRST TR EXCHANGE TRADED FD in Q3 2023. The put-call ratio across all filers is 0.37 and the average weighting 0.2%.

Quarter-by-quarter ownership
Waverly Advisors, LLC ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q3 2023$1,456,140
-10.7%
15,5090.0%0.06%
-11.1%
Q2 2023$1,630,306
+7.6%
15,5090.0%0.07%
-8.9%
Q1 2023$1,514,609
+11.9%
15,5090.0%0.08%
+5.3%
Q4 2022$1,352,980
+15.9%
15,5090.0%0.08%
-8.5%
Q3 2022$1,167,000
+17.8%
15,509
+21.3%
0.08%
-9.9%
Q2 2022$991,000
-17.6%
12,7830.0%0.09%
-10.8%
Q1 2022$1,202,000
+5.5%
12,7830.0%0.10%
+4.1%
Q4 2021$1,139,000
-14.1%
12,7830.0%0.10%
-13.3%
Q3 2021$1,326,00012,7830.11%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q3 2023
NameSharesValueWeighting ↓
Alpha Omega Group, Inc. 28,321$2,664,0002.68%
Concentrum Wealth Management 30,674$2,885,0001.80%
KRAEMATON INVESTMENT ADVISORS, INC 16,045$1,509,0001.44%
Milestone Advisory Partners 19,196$1,806,0000.97%
American Institute for Advanced Investment Management, LLP 11,070$1,041,0000.76%
SEAVIEW INVESTMENT MANAGERS LLC 22,728$2,138,0000.71%
Stonebridge Financial Planning Group, LLC 12,990$1,222,0000.68%
First Heartland Consultants, Inc. 39,500$3,715,0000.58%
WealthBridge Capital Management, LLC 13,302$1,251,0000.47%
Money Design Co.,Ltd. 73,468$6,910,0000.47%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders