FIRST TR EXCHNG TRADED FD VI's ticker is FIXD and the CUSIP is 33740F805. A total of 307 filers reported holding FIRST TR EXCHNG TRADED FD VI in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $203,782 | -26.4% | 4,846 | -22.7% | 0.15% | -22.2% |
| Q2 2023 | $277,028 | -1.2% | 6,272 | +0.7% | 0.19% | -5.0% |
| Q1 2023 | $280,526 | +0.2% | 6,226 | -2.3% | 0.20% | -4.8% |
| Q4 2022 | $279,888 | +1.8% | 6,373 | +1.0% | 0.21% | 0.0% |
| Q3 2022 | $275,000 | -5.5% | 6,309 | +0.6% | 0.21% | +3.0% |
| Q2 2022 | $291,000 | -6.1% | 6,269 | +0.4% | 0.20% | +25.3% |
| Q1 2022 | $310,000 | -6.3% | 6,243 | +0.4% | 0.16% | +2.5% |
| Q4 2021 | $331,000 | -4.6% | 6,221 | -4.1% | 0.16% | -7.6% |
| Q3 2021 | $347,000 | 0.0% | 6,487 | -1.3% | 0.17% | -17.0% |
| Q1 2021 | $347,000 | +10.5% | 6,573 | +14.3% | 0.21% | 0.0% |
| Q4 2020 | $314,000 | -11.5% | 5,751 | -10.9% | 0.21% | -29.7% |
| Q3 2020 | $355,000 | -16.5% | 6,454 | -16.9% | 0.29% | -25.8% |
| Q2 2020 | $425,000 | +29.6% | 7,771 | +24.9% | 0.40% | +25.8% |
| Q1 2020 | $328,000 | -12.8% | 6,224 | -14.3% | 0.31% | -1.9% |
| Q4 2019 | $376,000 | -0.8% | 7,261 | +0.7% | 0.32% | -8.8% |
| Q3 2019 | $379,000 | -37.5% | 7,211 | -38.5% | 0.35% | -42.6% |
| Q2 2019 | $606,000 | +2.9% | 11,716 | +0.6% | 0.61% | -13.8% |
| Q1 2019 | $589,000 | -36.5% | 11,643 | -38.0% | 0.71% | -53.2% |
| Q4 2018 | $927,000 | – | 18,793 | – | 1.52% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Advance Capital Management, Inc. | 5,996,943 | $297,328,000 | 36.14% |
| TUCKER ASSET MANAGEMENT LLC | 1,731,755 | $85,860,387 | 26.82% |
| Kowal Investment Group, LLC | 1,000,569 | $49,608,000 | 15.14% |
| LVZ, Inc. | 1,170,197 | $58,018,000 | 8.07% |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 171,881 | $8,522,000 | 7.24% |
| Seascape Capital Management | 268,071 | $13,291,000 | 6.89% |
| Tower Wealth Partners, Inc. | 115,164 | $5,710,000 | 6.20% |
| Peterson Wealth Advisors, LLC | 412,278 | $20,441,000 | 6.05% |
| Landmark Wealth Management, LLC | 337,154 | $176,935,000 | 5.93% |
| Eldridge Investment Advisors, Inc. | 343,084 | $17,010,000 | 5.75% |