FIRST TR EXCHANGE-TRADED FD's ticker is TDIV and the CUSIP is 33738R118. A total of 3 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $829,214 | +25.2% | 14,784 | +30.9% | 0.02% | +20.0% |
| Q2 2023 | $662,443 | +22.6% | 11,293 | +13.1% | 0.02% | +15.4% |
| Q1 2023 | $540,230 | +23.3% | 9,988 | +8.9% | 0.01% | 0.0% |
| Q4 2022 | $438,287 | +17.2% | 9,173 | +7.1% | 0.01% | -7.1% |
| Q3 2022 | $374,000 | -8.1% | 8,562 | +5.5% | 0.01% | -17.6% |
| Q2 2022 | $407,000 | +24.1% | 8,118 | +45.8% | 0.02% | +41.7% |
| Q1 2022 | $328,000 | -6.3% | 5,566 | +0.0% | 0.01% | 0.0% |
| Q4 2021 | $350,000 | -5.4% | 5,565 | -15.1% | 0.01% | -20.0% |
| Q3 2021 | $370,000 | -1.3% | 6,557 | +0.1% | 0.02% | 0.0% |
| Q2 2021 | $375,000 | -4.8% | 6,549 | -10.2% | 0.02% | -16.7% |
| Q1 2021 | $394,000 | +2.3% | 7,293 | -6.4% | 0.02% | -10.0% |
| Q4 2020 | $385,000 | -0.3% | 7,789 | -11.7% | 0.02% | -25.9% |
| Q3 2020 | $386,000 | -2.0% | 8,820 | -6.6% | 0.03% | -3.6% |
| Q2 2020 | $394,000 | +27.5% | 9,445 | +8.1% | 0.03% | +3.7% |
| Q1 2020 | $309,000 | +15.7% | 8,737 | +41.2% | 0.03% | +28.6% |
| Q4 2019 | $267,000 | +17.6% | 6,186 | +9.4% | 0.02% | +5.0% |
| Q3 2019 | $227,000 | -34.0% | 5,653 | -36.0% | 0.02% | -25.9% |
| Q2 2019 | $344,000 | +186.7% | 8,830 | +181.3% | 0.03% | +50.0% |
| Q1 2019 | $120,000 | +1900.0% | 3,139 | +1596.8% | 0.02% | +800.0% |
| Q2 2017 | $6,000 | – | 185 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kabarec Financial Advisors, Ltd. | 322,690 | $11,359,000 | 6.96% |
| STRINGER ASSET MANAGEMENT, LLC | 143,288 | $5,044,000 | 4.51% |
| Milestone Advisory Partners | 134,631 | $4,739,000 | 3.55% |
| Clearwater Capital Advisors, LLC | 318,090 | $11,197,000 | 2.46% |
| ACCESS FINANCIAL SERVICES, INC. | 81,345 | $2,863,000 | 1.98% |
| Ballew Advisors, Inc | 53,479 | $1,882,000 | 1.87% |
| Cardan Capital Partners, LLC | 158,304 | $5,572,000 | 1.05% |
| Global Trust Asset Management, LLC | 26,541 | $934,000 | 0.66% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 71,683 | $2,523,000 | 0.66% |
| Legacy Financial Strategies, LLC | 16,452 | $579,000 | 0.62% |