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

FIRST TR EXCHANGE-TRADED FD's ticker is FTSL and the CUSIP is 33738D309. A total of 324 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
EXENCIAL WEALTH ADVISORS, LLC ownership history of FIRST TR EXCHANGE-TRADED FD
ValueSharesWeighting
Q2 2024$4,516,357
+313.7%
98,805
+318.2%
0.17%
+312.2%
Q1 2024$1,091,804
-0.5%
23,627
-0.8%
0.04%
-8.9%
Q4 2023$1,097,803
+56.7%
23,829
+55.6%
0.04%
+32.4%
Q3 2023$700,554
+33.6%
15,316
+32.3%
0.03%
+41.7%
Q2 2023$524,39311,5760.02%
Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q4 2023
NameSharesValueWeighting ↓
Milestone Advisory Partners 299,632$13,786,0008.58%
Flaharty Asset Management, LLC 397,246$18,277,0005.76%
TL Private Wealth 162,155$7,543,0005.28%
Colorado Capital Management, Inc. 99,021$4,558,0003.76%
Gladstone Institutional Advisory LLC 290,337$13,3583.19%
American Financial Advisors, LLC 396,757$18,255,0002.97%
Aspen Investment Management Inc 87,923$4,045,0002.70%
Brendel Financial Advisors LLC 72,906$3,354,0002.68%
Trinity Legacy Partners, LLC 88,385$4,100,0001.98%
McNaughton Wealth Management, LLC 48,133$2,215,0001.94%
View complete list of FIRST TR EXCHANGE-TRADED FD shareholders