FIRST TR EXCHNG TRADED FD VI's ticker is DEED and the CUSIP is 33740U109.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,124,169 | -6.1% | 606,988 | -1.3% | 3.26% | -1.7% |
| Q2 2023 | $12,909,205 | -1.4% | 615,017 | +1.1% | 3.32% | -6.4% |
| Q1 2023 | $13,086,735 | +35.3% | 608,120 | +37.5% | 3.55% | +41.6% |
| Q4 2022 | $9,674,123 | -34.7% | 442,145 | -37.6% | 2.50% | -32.4% |
| Q3 2022 | $14,826,000 | -14.7% | 708,552 | -5.3% | 3.71% | +5.5% |
| Q2 2022 | $17,382,000 | +10.2% | 748,270 | +14.5% | 3.51% | +35.6% |
| Q1 2022 | $15,777,000 | -3.5% | 653,546 | +1.0% | 2.59% | +0.5% |
| Q4 2021 | $16,351,000 | +121.6% | 646,787 | +127.4% | 2.58% | +118.6% |
| Q3 2021 | $7,378,000 | -0.8% | 284,426 | -0.8% | 1.18% | -2.5% |
| Q2 2021 | $7,435,000 | +1.1% | 286,709 | +0.4% | 1.21% | -5.7% |
| Q1 2021 | $7,353,000 | – | 285,634 | – | 1.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Darwin Wealth Management, LLC | 608,120 | $13,086,735 | 3.55% |
| Walkner Condon Financial Advisors LLC | 316,937 | $6,883,012 | 1.93% |
| GDS Wealth Management | 361,811 | $7,858,535 | 1.39% |
| Blackhawk Capital Partners LLC. | 87,253 | $1,895,135 | 1.39% |
| Richard W. Paul & Associates, LLC | 95,963 | $2,084,323 | 0.96% |
| Elevated Capital Advisors, LLC | 58,933 | $1,280,020 | 0.46% |
| Root Financial Partners, LLC | 25,825 | $560,913 | 0.40% |
| Cambridge Advisors Inc. | 57,465 | $1,248,138 | 0.32% |
| CHIRON CAPITAL MANAGEMENT, LLC | 13,914 | $302,212 | 0.21% |
| WealthOne, LLC | 24,467 | $531,416 | 0.21% |