LWM Advisory Services, LLC - FIRST TR EXCHANGE-TRADED FD ownership

Quarter-by-quarter ownership
LWM Advisory Services, LLC ownership history of FIRST TR EXCHANGE-TRADED FD
ValueSharesWeighting
Q3 2023$15,693
-98.6%
505
-98.1%
0.02%
-98.7%
Q4 2021$1,088,00026,2771.35%
Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q4 2023
NameSharesValueWeighting ↓
Family Capital Management, Inc. 23,084$717,2200.47%
COTTONWOOD CAPITAL ADVISORS, LLC 13,212$410,4990.38%
Concentrum Wealth Management 15,753$489,4560.30%
Elequin Capital, LP 42,648$1,325,0730.26%
American Financial Advisors, LLC 42,726$1,327,5040.21%
PURSUE WEALTH PARTNERS LLC 8,000$248,5600.18%
SkyOak Wealth, LLC 12,816$398,1930.12%
FIRST HAWAIIAN BANK 77,535$2,409,0120.08%
Tyler-Stone Wealth Management 2,925$910.05%
Csenge Advisory Group 8,279$257,2290.02%
View complete list of FIRST TR EXCHANGE-TRADED FD shareholders