Avior Wealth Management, LLC - FIRST TR EXCHANGE-TRADED FD ownership

FIRST TR EXCHANGE-TRADED FD's ticker is DALI and the CUSIP is 33738R712. A total of 21 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of FIRST TR EXCHANGE-TRADED FD
ValueSharesWeighting
Q3 2023$10,111
-4.1%
5040.0%0.00%0.0%
Q2 2023$10,547
+3.9%
5040.0%0.00%0.0%
Q1 2023$10,147
+2.4%
5040.0%0.00%0.0%
Q4 2022$9,909
+10.1%
5040.0%0.00%0.0%
Q3 2022$9,000504
+404.0%
0.00%
Q2 2022$01000.00%
Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q3 2023
NameSharesValueWeighting ↓
Strid Group, LLC 4,565,137$113,124,10023.64%
Anfield Capital Management, LLC 90,512$2,242,8871.07%
Fortis Advisors, LLC 2,155$53,4010.04%
Householder Group Estate & Retirement Specialist, LLC 3,622$89,7560.03%
PRIVATE TRUST CO NA 9,854$244,1820.03%
Cherry Tree Wealth Management, LLC 2,731$67,6750.02%
LPL Financial LLC 672,095$16,654,5200.01%
KESTRA PRIVATE WEALTH SERVICES, LLC 13,755$340,8490.01%
PATHSTONE FAMILY OFFICE, LLC 56,666$1,404,1830.01%
IFP Advisors, Inc 3,155$78,1810.00%
View complete list of FIRST TR EXCHANGE-TRADED FD shareholders