FIRST TR EXCHANGE-TRADED FD's ticker is TDIV and the CUSIP is 33738R118. A total of 244 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,742 | -4.4% | 31,059 | 0.0% | 0.74% | -3.4% |
Q2 2023 | $1,822 | +22.0% | 31,059 | +12.5% | 0.76% | +18.4% |
Q1 2023 | $1,493 | -12.9% | 27,598 | -2.7% | 0.64% | -20.4% |
Q4 2022 | $1,714 | -99.8% | 28,360 | +25.1% | 0.81% | +73.4% |
Q3 2022 | $991,000 | -57.8% | 22,671 | -51.6% | 0.47% | -58.4% |
Q2 2022 | $2,350,000 | -19.8% | 46,832 | -5.9% | 1.12% | +12.6% |
Q1 2022 | $2,932,000 | +7.1% | 49,745 | +14.2% | 0.99% | +6.2% |
Q4 2021 | $2,738,000 | +5.2% | 43,570 | -4.4% | 0.94% | -0.2% |
Q3 2021 | $2,603,000 | -1.6% | 45,559 | -1.6% | 0.94% | +6.5% |
Q2 2021 | $2,646,000 | – | 46,290 | – | 0.88% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Cherry Creek Investment Advisors, Inc. | 160,550 | $9,463,000 | 6.23% |
Private Wealth Group, LLC | 112,498 | $6,631,000 | 4.88% |
Flaharty Asset Management, LLC | 358,815 | $21,149,000 | 3.88% |
COTTONWOOD CAPITAL ADVISORS, LLC | 61,161 | $3,605,000 | 2.86% |
Aprio Wealth Management, LLC | 126,693 | $7,467,000 | 2.84% |
DEFINED WEALTH MANAGEMENT, LLC | 53,500 | $3,153,000 | 2.77% |
Apeiron RIA LLC | 100,614 | $5,795,000 | 2.76% |
Masso Torrence Wealth Management Inc. | 47,571 | $2,804,000 | 2.24% |
Milestone Advisory Partners | 67,369 | $3,971,000 | 2.14% |
Harvest Investment Services, LLC | 50,181 | $2,957,000 | 1.77% |