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. | 161,758 | $9,073,030 | 6.16% |
| Milestone Advisory Partners | 105,725 | $5,930,115 | 4.93% |
| Flaharty Asset Management, LLC | 456,225 | $25,589,669 | 4.28% |
| Private Wealth Group, LLC | 98,796 | $5,541,468 | 3.63% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 53,622 | $3,007,632 | 2.81% |
| Aprio Wealth Management, LLC | 176,561 | $9,903,303 | 2.72% |
| PURSUE WEALTH PARTNERS LLC | 68,427 | $3,838,070 | 2.72% |
| DEFINED WEALTH MANAGEMENT, LLC | 51,615 | $2,895,085 | 2.47% |
| Concorde Asset Management, LLC | 46,755 | $2,622,449 | 2.36% |
| Harvest Investment Services, LLC | 52,709 | $2,956,448 | 1.90% |