INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - FIRST TR EXCHANGE-TRADED FD ownership

FIRST TR EXCHANGE-TRADED FD's ticker is RDVY and the CUSIP is 33738R506. A total of 433 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of FIRST TR EXCHANGE-TRADED FD
ValueSharesWeighting
Q2 2024$3,449
-2.5%
630.0%0.00%0.0%
Q1 2024$3,539
+8.7%
630.0%0.00%0.0%
Q4 2023$3,255
+12.4%
630.0%0.00%
Q3 2023$2,895
-2.4%
630.0%0.00%
Q2 2023$2,967
+5.0%
630.0%0.00%
Q1 2023$2,827
+2.2%
630.0%0.00%
Q4 2022$2,767
+38.4%
630.0%0.00%
Q3 2022$2,000630.00%
Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q4 2022
NameSharesValueWeighting ↓
Ascension Capital Advisors, Inc. 472,990$18,390,00019.78%
Advance Capital Management, Inc. 3,473,151$135,036,00016.50%
Fortress Wealth Group, LLC 301,592$11,726,0008.80%
Ten Capital Wealth Advisors, LLC 492,385$19,144,0008.71%
CEDRUS LLC 192,520$7,485,2047.06%
Financial Partners Group, Inc 675,121$26,249,0006.91%
Legacy Capital Wealth Partners, LLC 327,195$12,721,0006.75%
Sanchez Wealth Management Group 303,104$11,785,0006.43%
Eldridge Investment Advisors, Inc. 401,594$15,614,0006.05%
DENVER WEALTH MANAGEMENT, INC. 157,866$6,138,0005.82%
View complete list of FIRST TR EXCHANGE-TRADED FD shareholders