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

FIRST TR EXCHANGE-TRADED FD's ticker is RDVY and the CUSIP is 33738R506. A total of 432 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
FLAGSHIP HARBOR ADVISORS, LLC ownership history of FIRST TR EXCHANGE-TRADED FD
ValueSharesWeighting
Q3 2023$1,921,852
-2.8%
41,825
-0.4%
0.16%
-1.8%
Q2 2023$1,977,641
-1.4%
41,988
-6.0%
0.16%
-13.8%
Q1 2023$2,005,095
+1.3%
44,687
-0.9%
0.19%
-6.9%
Q4 2022$1,980,269
-1.2%
45,088
-12.6%
0.20%
-12.9%
Q3 2022$2,005,000
-4.7%
51,573
+0.3%
0.23%
-1.3%
Q2 2022$2,103,000
-50.3%
51,394
-40.5%
0.24%
-42.0%
Q1 2022$4,229,000
+83.3%
86,308
+93.7%
0.41%
+86.7%
Q4 2021$2,307,000
+21.4%
44,553
+12.6%
0.22%
+6.9%
Q3 2021$1,901,0000.0%39,5790.0%0.20%0.0%
Q2 2021$1,901,000
+146.9%
39,579
+133.8%
0.20%
+134.5%
Q1 2021$770,000
+208.0%
16,931
+115.4%
0.09%
+77.6%
Q3 2019$250,000
+2172.7%
7,860
+2095.5%
0.05%
+2350.0%
Q2 2019$11,000
-21.4%
358
-28.4%
0.00%
-33.3%
Q1 2019$14,000
+7.7%
5000.0%0.00%0.0%
Q4 2018$13,000
-18.8%
5000.0%0.00%0.0%
Q3 2018$16,000
-66.0%
500
-68.8%
0.00%
-66.7%
Q2 2018$47,0001,6000.01%
Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q3 2023
NameSharesValueWeighting ↓
ODonnell Financial Services, LLC 661,717$31,412,00015.10%
Ascension Capital Advisors, Inc. 347,096$16,477,00010.76%
FundX Investment Group, LLC 463,278$21,992,00010.39%
Fortress Wealth Group, LLC 231,472$10,988,0009.51%
Echo Wealth Management, LLC 146,812$7,160,0008.48%
Eldridge Investment Advisors, Inc. 380,958$18,084,0006.44%
Legacy Capital Wealth Partners, LLC 3,340,126$16,426,0006.42%
Ten Capital Wealth Advisors, LLC 269,714$12,803,0005.99%
AFFINITY WEALTH MANAGEMENT LLC 547,082$26,063,0005.12%
Financial Partners Group, Inc 419,626$19,920,0004.69%
View complete list of FIRST TR EXCHANGE-TRADED FD shareholders