FIRST TR EXCHNG TRADED FD VI's ticker is FIXD and the CUSIP is 33740F805.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $84,110 | -4.8% | 2,000 | 0.0% | 0.03% | 0.0% |
Q2 2023 | $88,340 | -2.0% | 2,000 | 0.0% | 0.03% | -9.1% |
Q1 2023 | $90,120 | +158005.3% | 2,000 | +53.8% | 0.03% | +50.0% |
Q4 2022 | $57 | -99.9% | 1,300 | +34.0% | 0.02% | +22.2% |
Q3 2022 | $42,000 | -8.7% | 970 | -3.0% | 0.02% | -5.3% |
Q2 2022 | $46,000 | -8.0% | 1,000 | 0.0% | 0.02% | +11.8% |
Q1 2022 | $50,000 | -5.7% | 1,000 | 0.0% | 0.02% | -10.5% |
Q4 2021 | $53,000 | -1.9% | 1,000 | 0.0% | 0.02% | -13.6% |
Q3 2021 | $54,000 | 0.0% | 1,000 | 0.0% | 0.02% | -12.0% |
Q2 2021 | $54,000 | +1.9% | 1,000 | 0.0% | 0.02% | -3.8% |
Q1 2021 | $53,000 | -13.1% | 1,000 | -9.7% | 0.03% | -31.6% |
Q4 2020 | $61,000 | 0.0% | 1,107 | 0.0% | 0.04% | -11.6% |
Q3 2020 | $61,000 | 0.0% | 1,107 | 0.0% | 0.04% | -4.4% |
Q2 2020 | $61,000 | +5.2% | 1,107 | 0.0% | 0.04% | -10.0% |
Q1 2020 | $58,000 | +18.4% | 1,107 | +17.1% | 0.05% | +47.1% |
Q4 2019 | $49,000 | -2.0% | 945 | 0.0% | 0.03% | +17.2% |
Q3 2019 | $50,000 | +2.0% | 945 | 0.0% | 0.03% | +3.6% |
Q2 2019 | $49,000 | +2.1% | 945 | 0.0% | 0.03% | 0.0% |
Q1 2019 | $48,000 | +2.1% | 945 | 0.0% | 0.03% | -3.4% |
Q4 2018 | $47,000 | – | 945 | – | 0.03% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TUCKER ASSET MANAGEMENT LLC | 781,034 | $42,745,972 | 25.81% |
Kowal Investment Group, LLC | 623,836 | $33,849,000 | 15.71% |
Seascape Capital Management | 336,116 | $18,396,000 | 10.74% |
Blackhawk Capital Partners LLC. | 213,496 | $11,749,000 | 10.05% |
Coppell Advisory Solutions LLC | 314,727 | $17,225,000 | 8.68% |
Advocacy Wealth Management Services, LLC | 1,057,397 | $57,871,000 | 8.66% |
LVZ, Inc. | 882,623 | $48,306,000 | 8.08% |
Eldridge Investment Advisors, Inc. | 345,546 | $18,912,000 | 7.90% |
TMD Wealth Management, LLC | 241,425 | $13,213,000 | 7.41% |
Darwin Wealth Management, LLC | 682,084 | $37,330,000 | 7.01% |