FIRST TR EXCHANGE-TRADED FD's ticker is FID and the CUSIP is 33738R688.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,557,784 | +6.0% | 174,117 | +11.0% | 0.94% | +2.0% |
| Q2 2023 | $2,412,876 | +57.3% | 156,884 | +60.6% | 0.92% | +32.1% |
| Q1 2023 | $1,534,126 | +470.2% | 97,715 | +456.4% | 0.70% | +319.9% |
| Q4 2022 | $269,035 | +22.3% | 17,561 | +9.7% | 0.17% | +1.8% |
| Q3 2022 | $220,000 | – | 16,004 | – | 0.16% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lansing Street Advisors | 312,097 | $4,781,328 | 3.28% |
| Fort Point Capital Partners LLC | 338,050 | $5,178,923 | 0.81% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 389,786 | $5,972 | 0.27% |
| CHIRON CAPITAL MANAGEMENT, LLC | 23,352 | $357,753 | 0.25% |
| IAMS WEALTH MANAGEMENT, LLC | 14,799 | $226,721 | 0.23% |
| Wagner Wealth Management, LLC | 17,561 | $269,035 | 0.17% |
| Old Port Advisors | 10,211 | $156,433 | 0.06% |
| Coppell Advisory Solutions LLC | 10,730 | $164,384 | 0.06% |
| Coppell Advisory Solutions Corp. | 10,730 | $164,384 | 0.06% |
| Main Street Financial Solutions, LLC | 12,200 | $187,000 | 0.03% |