Pensionmark Financial Group, LLC - FIRST TR EXCHANGE TRADED FD ownership

FIRST TR EXCHANGE TRADED FD's ticker is FV and the CUSIP is 33738R605. A total of 191 filers reported holding FIRST TR EXCHANGE TRADED FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Pensionmark Financial Group, LLC ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q2 2024$872,621
+16.1%
15,238
+4.5%
0.05%
-44.9%
Q4 2023$751,444
+36.2%
14,577
+17.0%
0.10%
-10.1%
Q3 2023$551,756
-5.8%
12,455
-0.2%
0.11%
-3.5%
Q2 2023$585,671
-2.4%
12,485
-6.2%
0.11%
-9.6%
Q1 2023$600,015
-3.2%
13,3100.0%0.12%
-12.0%
Q4 2022$619,580
+13.5%
13,3100.0%0.14%
+9.2%
Q3 2022$546,000
-11.7%
13,310
-3.8%
0.13%0.0%
Q2 2022$618,000
-13.0%
13,840
-7.1%
0.13%
-11.6%
Q1 2022$710,000
-0.7%
14,9000.0%0.15%
-2.0%
Q4 2021$715,000
+4.8%
14,9000.0%0.15%
-2.6%
Q3 2021$682,000
-3.5%
14,900
-0.1%
0.15%
-4.9%
Q2 2021$707,000
+6.2%
14,9150.0%0.16%
+1.2%
Q1 2021$666,000
-0.6%
14,9150.0%0.16%
-5.9%
Q4 2020$670,000
+31.4%
14,915
-0.1%
0.17%
-2.9%
Q3 2020$510,000
-1.5%
14,9330.0%0.18%
-3.3%
Q2 2020$518,000
+39.2%
14,933
+3.2%
0.18%
+4.6%
Q1 2020$372,000
-19.1%
14,463
-0.7%
0.17%
-3.4%
Q4 2019$460,000
+11.1%
14,563
+4.2%
0.18%
+1.1%
Q3 2019$414,000
-3.0%
13,978
-1.8%
0.18%
-5.9%
Q2 2019$427,000
-8.2%
14,228
-8.1%
0.19%
-11.3%
Q1 2019$465,000
-2.5%
15,478
-5.2%
0.21%
-0.9%
Q4 2018$477,00016,3280.21%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q2 2021
NameSharesValueWeighting ↓
Trinity Legacy Partners, LLC 1,249,013$25,218,00011.79%
Prospera Financial Services Inc 4,156,109$131,167,00010.10%
Strid Group, LLC 803,947$25,373,0008.06%
Concentrum Wealth Management 137,983$4,355,0004.90%
Wealth Enhancement & Preservation of GA, LLC 257,401$8,111,0004.14%
Secure Asset Management, LLC 134,281$4,238,0002.99%
Claro Advisors LLC 105,072$3,316,0002.55%
LexAurum Advisors, LLC 110,171$3,477,0001.72%
Professional Financial Advisors, LLC 51,788$1,634,0001.55%
Western Wealth Management, LLC 318,556$9,693,0001.47%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders