Betterment LLC - FIRST TR EXCHNG TRADED FD VI ownership

FIRST TR EXCHNG TRADED FD VI's ticker is FIXD and the CUSIP is 33740F805. A total of 321 filers reported holding FIRST TR EXCHNG TRADED FD VI in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Betterment LLC ownership history of FIRST TR EXCHNG TRADED FD VI
ValueSharesWeighting
Q3 2023$2,600
+12.6%
61,806
+18.2%
0.01%
+14.3%
Q2 2023$2,310
+7.1%
52,309
+9.3%
0.01%0.0%
Q1 2023$2,157
+5.3%
47,859
+2.6%
0.01%0.0%
Q4 2022$2,048
-99.9%
46,630
+4.5%
0.01%0.0%
Q3 2022$2,069,0000.0%44,6160.0%0.01%0.0%
Q2 2022$2,069,000
-6.9%
44,616
-0.4%
0.01%0.0%
Q1 2022$2,222,000
-10.9%
44,809
-4.4%
0.01%
-12.5%
Q4 2021$2,493,000
+36.5%
46,849
+37.3%
0.01%
+33.3%
Q3 2021$1,827,000
+98.2%
34,111
+98.3%
0.01%
+100.0%
Q2 2021$922,00017,1980.00%
Other shareholders
FIRST TR EXCHNG TRADED FD VI shareholders Q2 2023
NameSharesValueWeighting ↓
TUCKER ASSET MANAGEMENT LLC 781,034$42,745,97225.81%
Kowal Investment Group, LLC 623,836$33,849,00015.71%
Seascape Capital Management 336,116$18,396,00010.74%
Blackhawk Capital Partners LLC. 213,496$11,749,00010.05%
Coppell Advisory Solutions LLC 314,727$17,225,0008.68%
Advocacy Wealth Management Services, LLC 1,057,397$57,871,0008.66%
LVZ, Inc. 882,623$48,306,0008.08%
Eldridge Investment Advisors, Inc. 345,546$18,912,0007.90%
TMD Wealth Management, LLC 241,425$13,213,0007.41%
Darwin Wealth Management, LLC 682,084$37,330,0007.01%
View complete list of FIRST TR EXCHNG TRADED FD VI shareholders