FIRST TR EXCHNG TRADED FD VI's ticker is FIXD and the CUSIP is 33740F805.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $297 | +65.0% | 7,070 | +73.0% | 0.03% | +78.9% |
| Q2 2023 | $180 | +1100.0% | 4,086 | +1134.4% | 0.02% | +850.0% |
| Q1 2023 | $15 | -97.8% | 331 | -97.9% | 0.00% | -97.3% |
| Q4 2022 | $686 | -99.9% | 15,622 | -32.5% | 0.07% | -33.6% |
| Q3 2022 | $1,007,000 | -5.6% | 23,144 | +0.7% | 0.11% | -23.1% |
| Q2 2022 | $1,067,000 | -91.3% | 22,981 | -90.7% | 0.14% | -86.7% |
| Q1 2022 | $12,248,000 | +214.4% | 247,002 | +237.2% | 1.08% | +238.4% |
| Q4 2021 | $3,896,000 | -59.9% | 73,251 | -59.6% | 0.32% | -60.3% |
| Q3 2021 | $9,716,000 | +1084.9% | 181,474 | +1086.9% | 0.80% | +670.2% |
| Q2 2021 | $820,000 | +3.8% | 15,290 | +2.2% | 0.10% | -15.4% |
| Q1 2021 | $790,000 | – | 14,954 | – | 0.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TUCKER ASSET MANAGEMENT LLC | 1,313,932 | $70,163,989 | 25.30% |
| Kowal Investment Group, LLC | 953,416 | $51,055,000 | 16.15% |
| TMD Wealth Management, LLC | 429,126 | $22,980,000 | 9.62% |
| Seascape Capital Management | 312,626 | $16,741,000 | 8.58% |
| LVZ, Inc. | 1,106,389 | $59,247,000 | 8.48% |
| Tower Wealth Partners, Inc. | 133,373 | $7,142,000 | 7.53% |
| Eldridge Investment Advisors, Inc. | 393,199 | $21,056,000 | 7.50% |
| Bogart Wealth, LLC | 1,184,158 | $63,412,000 | 6.46% |
| Allen Capital Group, LLC | 560,312 | $30,005,000 | 6.02% |
| Atlas Private Wealth Management, LLC | 170,894 | $9,151,000 | 5.60% |