BerganKDV Wealth Management, LLC - FIRST TR EXCHANGE-TRADED FD ownership

FIRST TR EXCHANGE-TRADED FD's ticker is ROBT and the CUSIP is 33738R720. A total of 69 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of FIRST TR EXCHANGE-TRADED FD
ValueSharesWeighting
Q3 2022$81,000
-28.3%
2,3980.0%0.01%
-16.7%
Q1 2022$113,000
-14.4%
2,3980.0%0.01%
-14.3%
Q4 2021$132,000
+2.3%
2,3980.0%0.01%
-6.7%
Q3 2021$129,000
-0.8%
2,3980.0%0.02%0.0%
Q2 2021$130,000
+4.0%
2,3980.0%0.02%
-6.2%
Q1 2021$125,0002,3980.02%
Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q1 2021
NameSharesValueWeighting ↓
Spectrum Wealth Advisory Group, LLC 45,546$2,373,0002.27%
Sargent Investment Group, LLC 108,023$5,628,0001.48%
Flaharty Asset Management, LLC 23,278$1,213,0000.28%
MBL Wealth, LLC 13,277$692,0000.24%
BENJAMIN F. EDWARDS & COMPANY, INC. 77,859$4,056,0000.22%
Main Street Financial Solutions, LLC 13,886$723,0000.13%
Sigma Planning Corp 74,374$3,875,0000.12%
D.A. DAVIDSON & CO. 183,436$9,557,0000.12%
YHB Investment Advisors, Inc. 25,815$1,400,0000.12%
Cetera Investment Advisers 79,002$4,116,0000.08%
View complete list of FIRST TR EXCHANGE-TRADED FD shareholders