FIRST TR EXCHANGE-TRADED FD's ticker is TDIV and the CUSIP is 33738R118. A total of 262 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $531,134 | +8.6% | 7,020 | 0.0% | 0.05% | +7.0% |
| Q1 2024 | $489,084 | -42.6% | 7,020 | -47.2% | 0.04% | -46.9% |
| Q4 2023 | $852,397 | +14.3% | 13,300 | 0.0% | 0.08% | +1.2% |
| 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. | 152,903 | $11,568,626 | 6.04% |
| Concorde Asset Management, LLC | 123,502 | $9,344,153 | 5.76% |
| Private Wealth Group, LLC | 99,901 | $7,558,510 | 3.97% |
| Flaharty Asset Management, LLC | 309,280 | $23,400,126 | 3.46% |
| PURSUE WEALTH PARTNERS LLC | 75,084 | $5,680,855 | 3.10% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 47,127 | $3,671,649 | 2.87% |
| DEFINED WEALTH MANAGEMENT, LLC | 46,927 | $3,550,509 | 2.47% |
| Aprio Wealth Management, LLC | 173,407 | $13,119,975 | 2.39% |
| New England Private Wealth Advisors LLC | 151,588 | $11,469,121 | 2.00% |
| Ranch Capital Advisors Inc. | 45,165 | $3,417,209 | 1.79% |