FIRST TR EXCHANGE-TRADED FD's ticker is FID and the CUSIP is 33738R688.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $180,289 | -4.4% | 12,273 | +0.1% | 0.01% | -10.0% |
| Q2 2023 | $188,591 | -2.3% | 12,262 | -0.2% | 0.01% | -9.1% |
| Q1 2023 | $192,989 | +2.6% | 12,292 | +0.1% | 0.01% | -8.3% |
| Q4 2022 | $188,076 | +10.0% | 12,276 | -1.2% | 0.01% | -7.7% |
| Q3 2022 | $171,000 | -16.2% | 12,421 | -2.7% | 0.01% | -27.8% |
| Q2 2022 | $204,000 | -12.8% | 12,765 | +0.2% | 0.02% | 0.0% |
| Q1 2022 | $234,000 | – | 12,739 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lansing Street Advisors | 411,245 | $6,456,550 | 4.04% |
| Fort Point Capital Partners LLC | 345,224 | $5,420,017 | 0.82% |
| Wagner Wealth Management, LLC | 97,715 | $1,534,126 | 0.70% |
| OneAscent Wealth Management LLC | 61,551 | $966 | 0.38% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 294,050 | $4,617 | 0.19% |
| IAMS WEALTH MANAGEMENT, LLC | 13,515 | $211,645 | 0.18% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 10,505 | $164,934 | 0.09% |
| Coppell Advisory Solutions LLC | 13,096 | $205,083 | 0.07% |
| Coppell Advisory Solutions Corp. | 13,096 | $205,083 | 0.07% |
| Old Port Advisors | 10,211 | $162,763 | 0.06% |