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

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FIRST TR EXCHANGE-TRADED FD's ticker is TDIV and the CUSIP is 33738R118. A total of 222 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

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Quarter-by-quarter ownership
Connecticut Wealth Management, LLC ownership history of FIRST TR EXCHANGE-TRADED FD
ValueSharesWeighting
Q3 2023$1,533,445
-4.4%
27,3390.0%0.10%
-6.2%
Q2 2023$1,603,706
+7.6%
27,339
-0.8%
0.11%
-0.9%
Q1 2023$1,490,720
+13.2%
27,5600.0%0.11%
+0.9%
Q4 2022$1,316,817
+9.2%
27,560
-0.2%
0.11%0.0%
Q3 2022$1,206,000
-12.9%
27,605
-0.0%
0.11%
-7.4%
Q2 2022$1,385,000
-15.0%
27,606
-0.1%
0.12%
-3.2%
Q1 2022$1,629,000
-6.2%
27,6400.0%0.12%
-7.4%
Q4 2021$1,737,000
+11.6%
27,640
+0.3%
0.14%
-0.7%
Q3 2021$1,556,000
-1.3%
27,556
+0.2%
0.14%
-2.2%
Q2 2021$1,577,000
+6.8%
27,506
-7.9%
0.14%
-11.5%
Q4 2020$1,477,000
+3.1%
29,851
-8.8%
0.16%
-0.6%
Q3 2020$1,433,000
+5.0%
32,725
+0.1%
0.16%
-6.5%
Q2 2020$1,365,000
+15.9%
32,708
-1.8%
0.17%
-4.0%
Q1 2020$1,178,000
-18.0%
33,3050.0%0.18%
+11.4%
Q4 2019$1,436,000
-1.1%
33,305
-8.0%
0.16%
-11.7%
Q3 2019$1,452,000
+6.1%
36,205
+3.3%
0.18%
+5.9%
Q2 2019$1,368,000–35,060–0.17%–
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Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q1 2022
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 1,741,046$46,886,00019.07%
BRINKER CAPITAL INC 825,537$22,232,0001.97%
NewEdge Advisors, LLC 61,788$1,664,0001.18%
Regal Investment Advisors LLC 117,064$3,153,0000.78%
First Heartland Consultants, Inc. 45,321$1,220,0000.46%
Baker Avenue Asset Management, LP 121,909$3,283,0000.44%
Koshinski Asset Management, Inc. 23,647$637,0000.41%
BSW Wealth Partners 21,196$571,0000.36%
Brinker Capital Investments, LLC 341,099$9,186,0000.35%
BKS ADVISORS, LLC 20,026$539,0000.26%
View complete list of FIRST TR EXCHANGE-TRADED FD shareholders