FIRST TR EXCHNG TRADED FD VI's ticker is DEED and the CUSIP is 33740U109.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,789 | -6.4% | 440 | 0.0% | 0.00% | -25.0% |
| Q2 2023 | $9,394 | -1.7% | 440 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $9,557 | +3.0% | 440 | 0.0% | 0.00% | -33.3% |
| Q4 2022 | $9,280 | +3.1% | 440 | 0.0% | 0.01% | -14.3% |
| Q3 2022 | $9,000 | -10.0% | 440 | 0.0% | 0.01% | -12.5% |
| Q2 2022 | $10,000 | -54.5% | 440 | -50.0% | 0.01% | -46.7% |
| Q1 2022 | $22,000 | – | 880 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sterling Manor Financial, LLC | 172,719 | $4,439,000 | 3.46% |
| Mattern Wealth Management LLC | 385,207 | $9,900,000 | 2.91% |
| Darwin Wealth Management, LLC | 646,787 | $16,351,000 | 2.58% |
| USAdvisors Wealth Management, LLC | 225,223 | $5,788,000 | 2.36% |
| PALLADIUM PARTNERS LLC | 1,261,347 | $32,417,000 | 1.32% |
| Gladstone Institutional Advisory LLC | 510,055 | $13,108 | 1.02% |
| CHIRON CAPITAL MANAGEMENT, LLC | 40,516 | $1,041,000 | 0.75% |
| Castleview Partners, LLC | 1,631,179 | $63,470,000 | 0.51% |
| RDA Financial Network | 42,896 | $1,102,000 | 0.45% |
| Cambridge Advisors Inc. | 72,583 | $1,865,000 | 0.42% |