FIRST TR EXCHANGE-TRADED FD's ticker is TDIV and the CUSIP is 33738R118. 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 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $745,997 | -4.4% | 13,300 | 0.0% | 0.08% | -19.2% |
| Q2 2023 | $780,178 | -17.9% | 13,300 | -24.3% | 0.10% | -3.9% |
| Q1 2023 | $950,632 | -5.5% | 17,575 | -16.6% | 0.10% | -9.6% |
| Q4 2022 | $1,006,486 | +5.2% | 21,065 | -3.8% | 0.11% | +7.5% |
| Q3 2022 | $957,000 | -12.9% | 21,905 | 0.0% | 0.11% | -8.6% |
| Q2 2022 | $1,099,000 | -19.0% | 21,905 | -4.9% | 0.12% | -9.4% |
| Q1 2022 | $1,357,000 | -7.1% | 23,025 | -1.0% | 0.13% | -4.5% |
| Q4 2021 | $1,461,000 | +5.7% | 23,250 | -5.0% | 0.13% | +3.9% |
| Q3 2021 | $1,382,000 | -5.6% | 24,480 | -4.2% | 0.13% | -5.8% |
| Q2 2021 | $1,464,000 | -3.6% | 25,540 | -9.2% | 0.14% | -13.3% |
| Q1 2021 | $1,518,000 | -13.9% | 28,115 | -21.2% | 0.16% | -21.4% |
| Q4 2020 | $1,764,000 | +13.0% | 35,659 | 0.0% | 0.20% | -5.6% |
| Q3 2020 | $1,561,000 | +4.9% | 35,659 | 0.0% | 0.21% | -2.7% |
| Q2 2020 | $1,488,000 | +16.6% | 35,659 | -1.1% | 0.22% | -1.8% |
| Q1 2020 | $1,276,000 | – | 36,059 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cherry Creek Investment Advisors, Inc. | 162,748 | $9,329,000 | 6.13% |
| Private Wealth Group, LLC | 151,619 | $8,691,000 | 5.75% |
| Flaharty Asset Management, LLC | 289,868 | $16,615,000 | 3.55% |
| DEFINED WEALTH MANAGEMENT, LLC | 60,655 | $3,477,000 | 3.09% |
| Milestone Advisory Partners | 81,699 | $4,683,000 | 2.47% |
| Ballew Advisors, Inc | 35,793 | $2,062,000 | 1.43% |
| Ranch Capital Advisors Inc. | 35,549 | $2,037,000 | 1.22% |
| Harvest Investment Services, LLC | 48,591 | $2,785,000 | 1.17% |
| Cardan Capital Partners, LLC | 170,750 | $9,787,000 | 1.09% |
| Barber Financial Group, Inc. | 134,684 | $7,720,000 | 1.05% |