FIRST TR EXCHANGE-TRADED FD's ticker is LGOV and the CUSIP is 33738D606. A total of 18 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,795,118 | -33.2% | 187,136 | -26.7% | 0.00% | -50.0% |
| Q2 2023 | $5,682,027 | +1262.6% | 255,372 | +1259.6% | 0.00% | – |
| Q3 2022 | $417,000 | +33.7% | 18,783 | +43.4% | 0.00% | – |
| Q2 2022 | $312,000 | -87.1% | 13,097 | -86.0% | 0.00% | -100.0% |
| Q1 2022 | $2,419,000 | -9.9% | 93,696 | -3.1% | 0.00% | 0.0% |
| Q4 2021 | $2,686,000 | +49.7% | 96,741 | +48.7% | 0.00% | 0.0% |
| Q3 2021 | $1,794,000 | +15.7% | 65,047 | +16.8% | 0.00% | 0.0% |
| Q2 2021 | $1,550,000 | -6.6% | 55,691 | -9.9% | 0.00% | 0.0% |
| Q1 2021 | $1,660,000 | +91.2% | 61,816 | +111.4% | 0.00% | 0.0% |
| Q3 2020 | $868,000 | +157.6% | 29,236 | +160.0% | 0.00% | – |
| Q2 2020 | $337,000 | -88.1% | 11,243 | -88.5% | 0.00% | -100.0% |
| Q1 2020 | $2,824,000 | +1025.1% | 97,348 | +950.9% | 0.00% | – |
| Q4 2019 | $251,000 | -21.3% | 9,263 | -18.4% | 0.00% | -100.0% |
| Q3 2019 | $319,000 | – | 11,354 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marshall Financial Group LLC | 485,185 | $9,839,546 | 3.55% |
| Holistic Financial Partners | 252,920 | $5,129,223 | 3.40% |
| Midwest Financial Group LLC | 102,930 | $2,087,000 | 1.77% |
| Gladstone Institutional Advisory LLC | 1,101,805 | $22,344,606 | 1.45% |
| GDS Wealth Management | 425,371 | $8,626,524 | 1.36% |
| First Heartland Consultants, Inc. | 286,710 | $5,814 | 0.73% |
| IAMS WEALTH MANAGEMENT, LLC | 39,101 | $792,968 | 0.55% |
| Investors Research Corp | 68,841 | $1,396,095 | 0.36% |
| Visionary Wealth Advisors | 143,831 | $2,916,893 | 0.24% |
| STEPHENS INC /AR/ | 565,460 | $11,467,532 | 0.22% |