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 | $873,938 | -3.4% | 15,581 | +1.9% | 0.18% | +1.7% |
| Q2 2023 | $904,545 | +16.3% | 15,290 | +5.3% | 0.17% | +6.2% |
| Q1 2023 | $777,685 | +23.3% | 14,523 | +10.1% | 0.16% | +11.7% |
| Q4 2022 | $630,477 | +61.7% | 13,195 | +47.9% | 0.14% | +43.6% |
| Q3 2022 | $390,000 | -1.5% | 8,922 | +13.2% | 0.10% | +1.0% |
| Q2 2022 | $396,000 | +19.3% | 7,885 | +37.8% | 0.10% | +35.1% |
| Q1 2022 | $332,000 | +27.2% | 5,722 | +37.7% | 0.07% | +23.3% |
| Q4 2021 | $261,000 | +17.6% | 4,154 | +5.8% | 0.06% | +15.4% |
| Q3 2021 | $222,000 | – | 3,928 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kabarec Financial Advisors, Ltd. | 322,690 | $11,359,000 | 6.96% |
| STRINGER ASSET MANAGEMENT, LLC | 143,288 | $5,044,000 | 4.51% |
| Milestone Advisory Partners | 134,631 | $4,739,000 | 3.55% |
| Clearwater Capital Advisors, LLC | 318,090 | $11,197,000 | 2.46% |
| ACCESS FINANCIAL SERVICES, INC. | 81,345 | $2,863,000 | 1.98% |
| Ballew Advisors, Inc | 53,479 | $1,882,000 | 1.87% |
| Cardan Capital Partners, LLC | 158,304 | $5,572,000 | 1.05% |
| Global Trust Asset Management, LLC | 26,541 | $934,000 | 0.66% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 71,683 | $2,523,000 | 0.66% |
| Legacy Financial Strategies, LLC | 16,452 | $579,000 | 0.62% |