FIRST TR EXCHANGE-TRADED FD's ticker is TDIV and the CUSIP is 33738R118. A total of 107 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $305,074 | -81.7% | 5,439 | -80.9% | 0.01% | -81.8% |
| Q2 2023 | $1,666,825 | +7.1% | 28,415 | -1.2% | 0.04% | +2.3% |
| Q1 2023 | $1,555,956 | +18.7% | 28,766 | +4.9% | 0.04% | +7.5% |
| Q4 2022 | $1,310,288 | +66.3% | 27,423 | +52.1% | 0.04% | +42.9% |
| Q3 2022 | $788,000 | +168.0% | 18,032 | +261.4% | 0.03% | +211.1% |
| Q1 2022 | $294,000 | -9.0% | 4,989 | -3.1% | 0.01% | 0.0% |
| Q4 2021 | $323,000 | +10.2% | 5,146 | -1.0% | 0.01% | 0.0% |
| Q3 2021 | $293,000 | +1.0% | 5,196 | +2.7% | 0.01% | 0.0% |
| Q2 2021 | $290,000 | +15.1% | 5,057 | +8.4% | 0.01% | 0.0% |
| Q1 2021 | $252,000 | +7.2% | 4,667 | -1.6% | 0.01% | 0.0% |
| Q4 2020 | $235,000 | +0.9% | 4,742 | -11.1% | 0.01% | -18.2% |
| Q3 2020 | $233,000 | +3.6% | 5,333 | -0.9% | 0.01% | -8.3% |
| Q2 2020 | $225,000 | +29.3% | 5,383 | +9.3% | 0.01% | +9.1% |
| Q1 2020 | $174,000 | -44.2% | 4,924 | -32.0% | 0.01% | -31.2% |
| Q4 2019 | $312,000 | +63.4% | 7,236 | +47.7% | 0.02% | +33.3% |
| Q3 2019 | $191,000 | 0.0% | 4,899 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $191,000 | +63.2% | 4,899 | +60.3% | 0.01% | +50.0% |
| Q1 2019 | $117,000 | +80.0% | 3,057 | +55.7% | 0.01% | +33.3% |
| Q4 2018 | $65,000 | -13.3% | 1,963 | 0.0% | 0.01% | +20.0% |
| Q3 2018 | $75,000 | -1.3% | 1,963 | -3.3% | 0.01% | -16.7% |
| Q2 2018 | $76,000 | +1.3% | 2,029 | -2.7% | 0.01% | 0.0% |
| Q1 2018 | $75,000 | +2.7% | 2,086 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $73,000 | – | 2,086 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 1,741,046 | $46,886,000 | 19.07% |
| BRINKER CAPITAL INC | 825,537 | $22,232,000 | 1.97% |
| NewEdge Advisors, LLC | 61,788 | $1,664,000 | 1.18% |
| Regal Investment Advisors LLC | 117,064 | $3,153,000 | 0.78% |
| First Heartland Consultants, Inc. | 45,321 | $1,220,000 | 0.46% |
| Baker Avenue Asset Management, LP | 121,909 | $3,283,000 | 0.44% |
| Koshinski Asset Management, Inc. | 23,647 | $637,000 | 0.41% |
| BSW Wealth Partners | 21,196 | $571,000 | 0.36% |
| Brinker Capital Investments, LLC | 341,099 | $9,186,000 | 0.35% |
| BKS ADVISORS, LLC | 20,026 | $539,000 | 0.26% |