HCR Wealth Advisors - FIRST TR EXCHNG TRADED FD VI ownership

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FIRST TR EXCHNG TRADED FD VI's ticker is FIXD and the CUSIP is 33740F805. A total of 298 filers reported holding FIRST TR EXCHNG TRADED FD VI in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

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Quarter-by-quarter ownership
HCR Wealth Advisors ownership history of FIRST TR EXCHNG TRADED FD VI
ValueSharesWeighting
Q3 2023$1,821,444
-5.1%
43,311
-0.3%
0.40%
+12.4%
Q2 2023$1,918,789
-9.2%
43,441
-7.3%
0.36%
-15.1%
Q1 2023$2,112,638
+3.5%
46,885
+0.9%
0.42%
-2.3%
Q4 2022$2,041,182
+1.8%
46,475
+0.9%
0.43%
+0.5%
Q3 2022$2,006,000
-17.8%
46,066
-12.4%
0.43%
-13.1%
Q2 2022$2,440,000
-14.9%
52,616
-9.1%
0.49%
+4.5%
Q1 2022$2,868,000
-7.0%
57,852
-0.1%
0.47%
-1.9%
Q4 2021$3,083,000
+5.7%
57,937
+6.3%
0.48%
-1.8%
Q3 2021$2,918,000
+29.9%
54,497
+30.1%
0.49%
+24.9%
Q2 2021$2,247,000
+7.2%
41,892
+5.5%
0.39%
-6.0%
Q1 2021$2,097,000
-0.1%
39,702
+3.5%
0.42%
-5.5%
Q4 2020$2,099,000
+71.9%
38,345
+72.9%
0.44%
+57.3%
Q3 2020$1,221,000
+40.2%
22,180
+39.7%
0.28%
+36.8%
Q2 2020$871,000
+4.1%
15,8800.0%0.20%
-14.6%
Q1 2020$837,000
+25.5%
15,880
+23.3%
0.24%
+47.5%
Q4 2019$667,000–12,880–0.16%–
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Other shareholders
FIRST TR EXCHNG TRADED FD VI shareholders Q2 2022
NameSharesValueWeighting ↓
Advance Capital Management, Inc. 6,105,691$324,914,00066.48%
TUCKER ASSET MANAGEMENT LLC 1,472,854$78,400,03225.28%
Kowal Investment Group, LLC 999,162$53,170,00015.79%
LVZ, Inc. 1,136,243$60,465,0008.08%
Seascape Capital Management 314,064$16,713,0007.84%
FLYNN ZITO CAPITAL MANAGEMENT, LLC 161,196$8,582,0007.27%
Sweet Financial Partners, LLC 311,339$16,568,0006.88%
Eldridge Investment Advisors, Inc. 376,598$20,041,0006.62%
Tower Wealth Partners, Inc. 113,619$6,046,0006.13%
Bogart Wealth, LLC 1,218,741$64,855,0005.86%
View complete list of FIRST TR EXCHNG TRADED FD VI shareholders