Sugarloaf Wealth Management, LLC - FIRST TR EXCHNG TRADED FD VI ownership

FIRST TR EXCHNG TRADED FD VI's ticker is FIXD and the CUSIP is 33740F805. A total of 258 filers reported holding FIRST TR EXCHNG TRADED FD VI in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of FIRST TR EXCHNG TRADED FD VI
ValueSharesWeighting
Q3 2023$7,297
-56.3%
174
-54.0%
0.00%
-50.0%
Q2 2023$16,708
-1.1%
378
+0.8%
0.00%0.0%
Q1 2023$16,902
+3.6%
375
+0.8%
0.00%0.0%
Q4 2022$16,322
+2.0%
372
+1.1%
0.00%0.0%
Q3 2022$16,000
-5.9%
368
+0.8%
0.00%0.0%
Q2 2022$17,000
-5.6%
365
+0.8%
0.00%0.0%
Q1 2022$18,000
-5.3%
362
+0.3%
0.00%
-20.0%
Q4 2021$19,000
-50.0%
361
-49.6%
0.01%
-50.0%
Q3 2021$38,0000.0%716
+0.4%
0.01%0.0%
Q2 2021$38,000
-65.8%
713
-66.1%
0.01%
-69.7%
Q1 2021$111,000
-45.6%
2,103
-43.7%
0.03%
-51.5%
Q4 2020$204,000
-25.8%
3,733
-25.3%
0.07%
-32.0%
Q3 2020$275,000
-14.6%
4,994
-15.0%
0.10%
-19.4%
Q2 2020$322,000
-18.9%
5,876
-22.0%
0.12%
-30.3%
Q1 2020$397,0007,5290.18%
Other shareholders
FIRST TR EXCHNG TRADED FD VI shareholders Q4 2020
NameSharesValueWeighting ↓
Dominguez Wealth Management Solutions, Inc. 405,535$17,912,46015.66%
O'Connor Financial Group LLC 347,711$15,358,37310.59%
Alpha Financial Advisors, LLC 354,634$15,664,1849.81%
Ten Capital Wealth Advisors, LLC 750,109$33,1329.61%
Seascape Capital Management 409,888$18,1058.58%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5,667,789$250,3468.30%
Drake & Associates, LLC 404,398$17,862,2597.99%
FLYNN ZITO CAPITAL MANAGEMENT, LLC 261,469$11,549,0547.80%
LVZ, Inc. 1,253,673$55,374,7417.72%
Coppell Advisory Solutions LLC 597,308$26,329,3357.44%
View complete list of FIRST TR EXCHNG TRADED FD VI shareholders