FIRST TR EXCHANGE-TRADED FD's ticker is TDIV and the CUSIP is 33738R118. A total of 180 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,496,820 | +9.7% | 329,770 | +14.7% | 0.16% | +12.7% |
| Q2 2023 | $16,866,646 | +11.1% | 287,532 | +2.5% | 0.14% | +6.8% |
| Q1 2023 | $15,175,697 | +38.6% | 280,563 | +22.4% | 0.13% | +31.7% |
| Q4 2022 | $10,950,386 | +28.5% | 229,183 | +17.5% | 0.10% | -40.6% |
| Q3 2022 | $8,522,000 | -20.7% | 195,006 | -8.9% | 0.17% | -0.6% |
| Q2 2022 | $10,745,000 | +25.7% | 214,171 | +47.6% | 0.17% | +39.0% |
| Q1 2022 | $8,550,000 | -5.8% | 145,066 | +0.4% | 0.12% | -5.4% |
| Q4 2021 | $9,081,000 | +14.7% | 144,493 | +3.0% | 0.13% | +3.2% |
| Q3 2021 | $7,919,000 | +0.0% | 140,234 | +1.5% | 0.13% | -0.8% |
| Q2 2021 | $7,917,000 | +61.9% | 138,112 | +52.5% | 0.13% | +32.3% |
| Q1 2021 | $4,890,000 | +14.2% | 90,567 | +4.6% | 0.10% | +12.9% |
| Q4 2020 | $4,283,000 | +2020.3% | 86,581 | +1534.2% | 0.08% | +193.1% |
| Q3 2018 | $202,000 | -7.3% | 5,298 | -14.4% | 0.03% | -23.7% |
| Q2 2018 | $218,000 | -7.6% | 6,191 | -6.1% | 0.04% | -13.6% |
| Q1 2018 | $236,000 | +4.9% | 6,595 | -25.7% | 0.04% | -57.3% |
| Q4 2015 | $225,000 | – | 8,880 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 1,741,046 | $46,886,000 | 19.07% |
| BRINKER CAPITAL INC | 825,537 | $22,232,000 | 1.97% |
| NewEdge Advisors, LLC | 61,788 | $1,664,000 | 1.18% |
| Regal Investment Advisors LLC | 117,064 | $3,153,000 | 0.78% |
| First Heartland Consultants, Inc. | 45,321 | $1,220,000 | 0.46% |
| Baker Avenue Asset Management, LP | 121,909 | $3,283,000 | 0.44% |
| Koshinski Asset Management, Inc. | 23,647 | $637,000 | 0.41% |
| BSW Wealth Partners | 21,196 | $571,000 | 0.36% |
| Brinker Capital Investments, LLC | 341,099 | $9,186,000 | 0.35% |
| BKS ADVISORS, LLC | 20,026 | $539,000 | 0.26% |