FIRST TR EXCHANGE-TRADED FD's ticker is LGOV and the CUSIP is 33738D606. A total of 29 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $162,319 | +629.3% | 8,004 | +749.7% | 0.01% | – |
| Q2 2023 | $22,257 | +170.5% | 942 | +186.3% | 0.00% | – |
| Q1 2023 | $8,227 | +91311.1% | 329 | -10.4% | 0.00% | – |
| Q4 2022 | $9 | -99.9% | 367 | +0.5% | 0.00% | – |
| Q3 2022 | $10,000 | 0.0% | 365 | 0.0% | 0.00% | – |
| Q2 2022 | $10,000 | -44.4% | 365 | -47.4% | 0.00% | – |
| Q1 2022 | $18,000 | +100.0% | 694 | +110.9% | 0.00% | – |
| Q4 2021 | $9,000 | 0.0% | 329 | 0.0% | 0.00% | – |
| Q3 2021 | $9,000 | 0.0% | 329 | 0.0% | 0.00% | – |
| Q2 2021 | $9,000 | 0.0% | 329 | 0.0% | 0.00% | – |
| Q1 2021 | $9,000 | -10.0% | 329 | 0.0% | 0.00% | – |
| Q4 2020 | $10,000 | 0.0% | 329 | 0.0% | 0.00% | -100.0% |
| Q3 2020 | $10,000 | 0.0% | 329 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $10,000 | +11.1% | 329 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $9,000 | – | 329 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marshall Financial Group LLC | 485,185 | $9,839,546 | 3.55% |
| Holistic Financial Partners | 252,920 | $5,129,223 | 3.40% |
| Midwest Financial Group LLC | 102,930 | $2,087,000 | 1.77% |
| Gladstone Institutional Advisory LLC | 1,101,805 | $22,344,606 | 1.45% |
| GDS Wealth Management | 425,371 | $8,626,524 | 1.36% |
| First Heartland Consultants, Inc. | 286,710 | $5,814 | 0.73% |
| IAMS WEALTH MANAGEMENT, LLC | 39,101 | $792,968 | 0.55% |
| Investors Research Corp | 68,841 | $1,396,095 | 0.36% |
| Visionary Wealth Advisors | 143,831 | $2,916,893 | 0.24% |
| STEPHENS INC /AR/ | 565,460 | $11,467,532 | 0.22% |