FIRST TR EXCHNG TRADED FD VI's ticker is FIXD and the CUSIP is 33740F805.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,514,588 | -5.1% | 107,350 | -0.3% | 0.10% | -6.7% |
Q2 2023 | $4,755,577 | -0.4% | 107,665 | +1.6% | 0.10% | -6.2% |
Q1 2023 | $4,776,128 | -8.1% | 105,995 | -10.4% | 0.11% | -25.8% |
Q4 2022 | $5,195,450 | +1.7% | 118,293 | +0.8% | 0.15% | -20.1% |
Q3 2022 | $5,111,000 | -3.2% | 117,395 | +3.1% | 0.19% | -16.7% |
Q2 2022 | $5,282,000 | -8.8% | 113,907 | -2.5% | 0.23% | +3.7% |
Q1 2022 | $5,791,000 | +18.6% | 116,805 | +27.3% | 0.22% | +26.6% |
Q4 2021 | $4,883,000 | +4.0% | 91,757 | +4.7% | 0.17% | -7.0% |
Q3 2021 | $4,695,000 | +3.0% | 87,670 | +3.2% | 0.19% | -1.1% |
Q2 2021 | $4,557,000 | +7.9% | 84,974 | +6.3% | 0.19% | -5.1% |
Q1 2021 | $4,224,000 | +182.7% | 79,947 | +192.8% | 0.20% | +153.8% |
Q4 2020 | $1,494,000 | +375.8% | 27,303 | +379.0% | 0.08% | +254.5% |
Q3 2020 | $314,000 | +113.6% | 5,700 | +90.0% | 0.02% | -35.3% |
Q3 2018 | $147,000 | -0.7% | 3,000 | 0.0% | 0.03% | +9.7% |
Q2 2018 | $148,000 | -0.7% | 3,000 | 0.0% | 0.03% | -6.1% |
Q1 2018 | $149,000 | +192.2% | 3,000 | +200.0% | 0.03% | +450.0% |
Q4 2017 | $51,000 | – | 1,000 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TUCKER ASSET MANAGEMENT LLC | 1,313,932 | $70,163,989 | 25.30% |
Kowal Investment Group, LLC | 953,416 | $51,055,000 | 16.15% |
TMD Wealth Management, LLC | 429,126 | $22,980,000 | 9.62% |
Seascape Capital Management | 312,626 | $16,741,000 | 8.58% |
LVZ, Inc. | 1,106,389 | $59,247,000 | 8.48% |
Tower Wealth Partners, Inc. | 133,373 | $7,142,000 | 7.53% |
Eldridge Investment Advisors, Inc. | 393,199 | $21,056,000 | 7.50% |
Bogart Wealth, LLC | 1,184,158 | $63,412,000 | 6.46% |
Allen Capital Group, LLC | 560,312 | $30,005,000 | 6.02% |
Atlas Private Wealth Management, LLC | 170,894 | $9,151,000 | 5.60% |