FIRST TR EXCHNG TRADED FD VI's ticker is LDSF and the CUSIP is 33740F870.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,342,983 | +71.0% | 73,227 | +71.9% | 0.03% | +70.6% |
| Q2 2023 | $785,581 | +47.0% | 42,602 | +48.6% | 0.02% | +30.8% |
| Q1 2023 | $534,253 | +163.4% | 28,677 | +160.7% | 0.01% | +116.7% |
| Q4 2022 | $202,840 | -80.8% | 11,000 | -78.9% | 0.01% | -92.1% |
| Q2 2020 | $1,055,000 | -51.8% | 52,044 | -53.4% | 0.08% | -60.8% |
| Q1 2020 | $2,190,000 | -7.0% | 111,625 | -2.8% | 0.19% | +4.9% |
| Q4 2019 | $2,354,000 | +6.6% | 114,820 | +6.8% | 0.18% | -6.6% |
| Q3 2019 | $2,209,000 | +8.2% | 107,517 | +7.7% | 0.20% | +25.3% |
| Q2 2019 | $2,041,000 | +15.4% | 99,831 | +14.7% | 0.16% | -38.8% |
| Q1 2019 | $1,768,000 | – | 87,006 | – | 0.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Atlas Private Wealth Advisors | 325,951 | $6,522,000 | 3.02% |
| Echo Wealth Management, LLC | 91,928 | $1,830,000 | 2.09% |
| Capital Asset Advisory Services LLC | 522,036 | $10,446,000 | 1.11% |
| BlackDiamond Wealth Management, LLC | 38,514 | $771,000 | 0.88% |
| Sterling Manor Financial, LLC | 38,987 | $780,000 | 0.61% |
| 1776 Wealth LLC | 46,900 | $938,000 | 0.50% |
| Gladstone Institutional Advisory LLC | 269,536 | $5,393 | 0.42% |
| StoneX Group Inc. | 153,504 | $3,072,000 | 0.37% |
| Mutual Advisors, LLC | 227,307 | $4,548,000 | 0.24% |
| Ameritas Advisory Services, LLC | 252,320 | $5,049,000 | 0.18% |