Steward Partners Investment Advisory, LLC - FIRST TR EXCHNG TRADED FD VI ownership

FIRST TR EXCHNG TRADED FD VI's ticker is FIXD and the CUSIP is 33740F805. A total of 321 filers reported holding FIRST TR EXCHNG TRADED FD VI in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of FIRST TR EXCHNG TRADED FD VI
ValueSharesWeighting
Q3 2023$6,217,127
-3.2%
147,833
+1.7%
0.10%0.0%
Q2 2023$6,423,056
-3.7%
145,417
-1.8%
0.10%
-10.3%
Q1 2023$6,670,401
-4.7%
148,034
-7.1%
0.11%
-10.1%
Q4 2022$6,997,110
-15.7%
159,315
-16.5%
0.12%
-23.2%
Q3 2022$8,303,000
+18.6%
190,702
+26.3%
0.16%
+21.1%
Q2 2022$7,000,000
-2.6%
150,968
+4.1%
0.13%
+15.3%
Q1 2022$7,188,000
-9.6%
144,980
-2.9%
0.11%
-8.3%
Q4 2021$7,949,000
-51.6%
149,372
-51.3%
0.12%
-57.1%
Q3 2021$16,436,000
-20.4%
306,926
-20.2%
0.28%
-19.2%
Q2 2021$20,639,000
-100.0%
384,830
-70.5%
0.35%
-42.5%
Q1 2021$69,028,274,000
+233001.3%
1,306,612
+141.5%
0.61%
-5.3%
Q4 2020$29,613,000
+42.1%
541,071
+42.8%
0.64%
+22.1%
Q3 2020$20,844,000
+68.4%
378,776
+67.6%
0.52%
+48.7%
Q2 2020$12,381,000
+24.9%
225,967
+20.2%
0.35%
-2.8%
Q1 2020$9,909,000
+1.5%
187,997
-0.3%
0.36%
+25.6%
Q4 2019$9,767,000
+11811.0%
188,486
+11867.4%
0.29%
+9533.3%
Q3 2019$82,0001,5750.00%
Other shareholders
FIRST TR EXCHNG TRADED FD VI shareholders Q2 2023
NameSharesValueWeighting ↓
Dominguez Wealth Management Solutions, Inc. 394,507$16,590,98715.32%
Coppell Advisory Solutions LLC 717,264$31,502,22710.84%
O'Connor Financial Group LLC 358,772$15,088,13010.33%
Alpha Financial Advisors, LLC 363,386$15,282,1889.68%
Long Run Wealth Advisors, LLC 682,476$28,701,5479.31%
Seascape Capital Management 429,831$18,0778.57%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5,857,317$246,3298.33%
LVZ, Inc. 1,168,508$49,141,6107.93%
Drake & Associates, LLC 415,885$17,490,0387.92%
Solano Wealth Management, Inc. 253,886$10,677,1607.41%
View complete list of FIRST TR EXCHNG TRADED FD VI shareholders