FLAGSHIP HARBOR ADVISORS, LLC - FIRST TR EXCHANGE TRADED FD ownership

FIRST TR EXCHANGE TRADED FD's ticker is GRID and the CUSIP is 33737A108. A total of 178 filers reported holding FIRST TR EXCHANGE TRADED FD in Q3 2023. The put-call ratio across all filers is 0.37 and the average weighting 0.2%.

Quarter-by-quarter ownership
FLAGSHIP HARBOR ADVISORS, LLC ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q3 2023$1,008,710
-6.1%
10,743
+5.1%
0.08%
-5.6%
Q2 2023$1,074,468
-9.5%
10,221
-15.9%
0.09%
-20.5%
Q1 2023$1,187,585
-25.5%
12,160
-33.4%
0.11%
-31.3%
Q4 2022$1,593,829
-5.2%
18,270
-18.2%
0.16%
-16.4%
Q3 2022$1,681,000
+35.3%
22,338
+39.5%
0.20%
+39.3%
Q2 2022$1,242,000
-46.7%
16,014
-35.3%
0.14%
-37.5%
Q1 2022$2,329,000
+24.3%
24,764
+35.7%
0.22%
+26.6%
Q4 2021$1,874,000
+71.9%
18,255
+55.1%
0.18%
+51.3%
Q3 2021$1,090,0000.0%11,7690.0%0.12%0.0%
Q2 2021$1,090,000
+25.4%
11,769
+16.8%
0.12%
+18.2%
Q1 2021$869,00010,0750.10%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q3 2023
NameSharesValueWeighting ↓
Alpha Omega Group, Inc. 29,854$2,315,0002.72%
Concentrum Wealth Management 31,335$2,430,0001.99%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 422,220$32,743,0001.47%
KRAEMATON INVESTMENT ADVISORS, INC 15,691$1,217,0001.41%
SEAVIEW INVESTMENT MANAGERS LLC 23,105$1,792,0000.81%
American Institute for Advanced Investment Management, LLP 10,720$831,0000.73%
Stonebridge Financial Planning Group, LLC 9,975$774,0000.52%
Money Design Co.,Ltd. 86,523$6,710,0000.50%
First Heartland Consultants, Inc. 41,219$3,196,0000.50%
WealthBridge Capital Management, LLC 12,602$977,0000.42%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders