EXENCIAL WEALTH ADVISORS, LLC - FIRST TR EXCHANGE TRADED FD ownership

FIRST TR EXCHANGE TRADED FD's ticker is SKYY and the CUSIP is 33734X192. A total of 3 filers reported holding FIRST TR EXCHANGE TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
EXENCIAL WEALTH ADVISORS, LLC ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q3 2023$502,221
-0.9%
6,616
-0.8%
0.02%
+4.3%
Q2 2023$506,672
+4.2%
6,672
-8.2%
0.02%
-8.0%
Q1 2023$486,163
+6.6%
7,267
-8.2%
0.02%
+4.2%
Q4 2022$455,983
-3.6%
7,915
+1.2%
0.02%
-17.2%
Q3 2022$473,000
-11.4%
7,824
-3.5%
0.03%
-3.3%
Q2 2022$534,000
-26.8%
8,104
+0.5%
0.03%
-18.9%
Q1 2022$730,000
+15.1%
8,066
+32.8%
0.04%
+19.4%
Q4 2021$634,000
+3.3%
6,074
+4.3%
0.03%
+14.8%
Q3 2021$614,000
+13.3%
5,824
+13.9%
0.03%
-6.9%
Q2 2021$542,000
+37.2%
5,114
+24.0%
0.03%
+26.1%
Q1 2021$395,000
+3.9%
4,123
+3.2%
0.02%
-11.5%
Q4 2020$380,000
-48.5%
3,995
-57.5%
0.03%
-33.3%
Q3 2020$738,000
+106.1%
9,393
+95.4%
0.04%
+25.8%
Q2 2020$358,0004,8060.03%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q4 2023
NameSharesValueWeighting ↓
NORTHSTAR ASSET MANAGEMENT Co LLC 87,340$2,557,0001.10%
HOLLENCREST CAPITAL MANAGEMENT 202,352$5,922,0000.78%
Bison Wealth, LLC 32,175$942,0000.57%
Archford Capital Strategies, LLC 22,623$662,181,0000.46%
BANK HAPOALIM BM 29,582$866,0000.16%
FORTE CAPITAL LLC /ADV 8,570$252,0000.11%
MSI Financial Services Inc 43,197$1,264,0000.09%
MANAGED ACCOUNT ADVISORS LLC 3,296,869$96,499,0000.08%
Kistler-Tiffany Companies, LLC 3,619$106,0000.07%
BANK OF AMERICA CORP /DE/ 3,435,163$100,548,0000.03%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders