FIRST TR EXCHNG TRADED FD VI's ticker is DAPR and the CUSIP is 33740U802.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $412,716 | -4.9% | 13,612 | -3.5% | 0.07% | +11.7% |
| Q2 2023 | $433,803 | -1.0% | 14,112 | -4.5% | 0.06% | -6.2% |
| Q1 2023 | $438,286 | +0.7% | 14,777 | 0.0% | 0.06% | -5.9% |
| Q4 2022 | $435,330 | +2.9% | 14,777 | 0.0% | 0.07% | -6.8% |
| Q3 2022 | $423,000 | +7.9% | 14,777 | +9.8% | 0.07% | +10.6% |
| Q2 2022 | $392,000 | – | 13,462 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tanglewood Legacy Advisors, LLC | 129,716 | $3,932,992 | 2.36% |
| Hartford Financial Management Inc. | 231,702 | $7,025,205 | 1.79% |
| Donald L. Hagan, LLC | 96,155 | $2,915,420 | 1.75% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 122,724 | $3,720 | 1.47% |
| Comprehensive Financial Consultants Institutional, Inc. | 72,905 | $2,210,480 | 1.16% |
| TrueWealth Advisors, LLC | 26,383 | $799,933 | 0.34% |
| Mutual Advisors, LLC | 278,954 | $8,457,885 | 0.33% |
| Truadvice, LLC | 18,332 | $568,475 | 0.22% |
| Sage Capital Advisors,llc | 19,896 | $603,247 | 0.22% |
| Integrity Financial Corp /WA | 8,380 | $254,082 | 0.19% |