OneDigital Investment Advisors LLC - FIRST TR EXCHANGE-TRADED FD ownership

Quarter-by-quarter ownership
OneDigital Investment Advisors LLC ownership history of FIRST TR EXCHANGE-TRADED FD
ValueSharesWeighting
Q3 2023$625,716
+63.5%
12,774
+59.6%
0.01%
+75.0%
Q2 2023$382,623
+36.1%
8,003
+33.8%
0.01%
+14.3%
Q1 2023$281,120
+35.8%
5,980
+37.5%
0.01%
+16.7%
Q4 2022$207,0604,3500.01%
Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q4 2023
NameSharesValueWeighting ↓
ALM First Financial Advisors, LLC 175,000$8,572,1303.65%
Authentikos Wealth Advisory, LLC 60,157$2,946,6912.84%
Marshall Financial Group LLC 160,373$7,855,6472.83%
TCP Asset Management, LLC 111,493$5,461,3292.34%
Holistic Financial Partners 28,960$1,418,5750.94%
IAMS WEALTH MANAGEMENT, LLC 26,981$1,321,6270.91%
Fermata Advisors, LLC 33,267$1,629,8840.46%
TAP Consulting, LLC 32,892$1,611,1690.42%
MARIPAU WEALTH MANAGEMENT LLC 6,871$336,5660.31%
Coppell Advisory Solutions LLC 18,376$874,6980.30%
View complete list of FIRST TR EXCHANGE-TRADED FD shareholders