OneDigital Investment Advisors LLC - FIRST TR EXCHANGE TRADED FD ownership

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FIRST TR EXCHANGE TRADED FD's ticker is FVC and the CUSIP is 33738R878.

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Quarter-by-quarter ownership
OneDigital Investment Advisors LLC ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q3 2023$905,046
-8.5%
28,869
-1.9%
0.02%
-9.1%
Q2 2023$989,144
+2.0%
29,430
+0.1%
0.02%
-4.3%
Q1 2023$969,320
-6.4%
29,391
-0.6%
0.02%
-23.3%
Q4 2022$1,035,247
+4.9%
29,566
+0.1%
0.03%
-18.9%
Q3 2022$987,000
-8.9%
29,537
-7.5%
0.04%
-21.3%
Q2 2022$1,083,000
-24.8%
31,924
-18.8%
0.05%
-13.0%
Q1 2022$1,441,000
-4.8%
39,322
-1.7%
0.05%0.0%
Q4 2021$1,514,000
+4.3%
40,008
-3.1%
0.05%
-6.9%
Q3 2021$1,451,000
-4.9%
41,271
-1.8%
0.06%
-7.9%
Q2 2021$1,526,000
+3.9%
42,017
-2.2%
0.06%
-8.7%
Q1 2021$1,469,000
-1.3%
42,954
-10.3%
0.07%
-11.5%
Q4 2020$1,488,000
-4.4%
47,904
-19.4%
0.08%
-27.8%
Q3 2020$1,557,000
-41.4%
59,429
-44.8%
0.11%
-43.5%
Q2 2020$2,655,000
-11.2%
107,591
-19.2%
0.19%
-27.9%
Q1 2020$2,991,000
-40.2%
133,097
-26.4%
0.26%
-32.7%
Q4 2019$5,000,000
-1.8%
180,954
-6.1%
0.39%
-13.8%
Q3 2019$5,092,000
-5.8%
192,646
-4.2%
0.46%
+9.3%
Q2 2019$5,404,000
-4.4%
201,182
-4.8%
0.42%
-49.4%
Q1 2019$5,650,000
+18.2%
211,380
+3.6%
0.83%
+2.5%
Q4 2018$4,780,000–204,103–0.81%–
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Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q4 2023
NameSharesValueWeighting ↓
CREATIVE FINANCIAL DESIGNS INC /ADV 109,274$2,831,0001.52%
Keystone Financial Group 142,777$3,774,0001.16%
Riggs Asset Managment Co. Inc. 67,497$1,783,0000.91%
AFFINITY WEALTH MANAGEMENT LLC 78,800$2,083,0000.84%
IFG Advisory, LLC 162,410$4,292,0000.83%
Atria Investments, Inc 570,434$15,077,0000.54%
OneDigital Investment Advisors LLC 192,646$5,092,0000.46%
Prospera Financial Services Inc 158,798$4,197,0000.43%
Sigma Planning Corp 274,812$7,263,0000.35%
Cutter & CO Brokerage, Inc. 38,014$1,005,0000.32%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders