FIRST TR EXCHANGE-TRADED FD's ticker is TDIV and the CUSIP is 33738R118. A total of 244 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,777,682 | -4.8% | 31,852 | -0.5% | 1.46% | +8.5% |
| Q2 2023 | $1,866,999 | +1.1% | 32,002 | +0.1% | 1.35% | +0.1% |
| Q1 2023 | $1,847,396 | +12.0% | 31,962 | -1.2% | 1.35% | +6.7% |
| Q4 2022 | $1,649,296 | +18.8% | 32,365 | +1.6% | 1.26% | +1.4% |
| Q3 2022 | $1,388,000 | -13.3% | 31,863 | +0.2% | 1.24% | -14.8% |
| Q2 2022 | $1,601,000 | -16.1% | 31,813 | -5.4% | 1.46% | +0.2% |
| Q1 2022 | $1,909,000 | -10.7% | 33,645 | -0.8% | 1.46% | -2.0% |
| Q4 2021 | $2,137,000 | +4.8% | 33,931 | -4.7% | 1.49% | -0.7% |
| Q3 2021 | $2,039,000 | -1.1% | 35,604 | -0.5% | 1.50% | +4.7% |
| Q2 2021 | $2,062,000 | -47.7% | 35,793 | -50.3% | 1.43% | -1.6% |
| Q1 2021 | $3,946,000 | +112.4% | 72,080 | +95.4% | 1.45% | +1.5% |
| Q4 2020 | $1,858,000 | +10.1% | 36,893 | -3.3% | 1.43% | +0.1% |
| Q3 2020 | $1,688,000 | -21.4% | 38,157 | -25.5% | 1.43% | -32.1% |
| Q2 2020 | $2,147,000 | +13.2% | 51,231 | -4.5% | 2.11% | -1.6% |
| Q1 2020 | $1,897,000 | -17.4% | 53,623 | +2.0% | 2.14% | +8.9% |
| Q4 2019 | $2,296,000 | +12.7% | 52,553 | +0.3% | 1.97% | +5.9% |
| Q3 2019 | $2,037,000 | -6.6% | 52,396 | -3.0% | 1.86% | -6.4% |
| Q2 2019 | $2,182,000 | +0.2% | 54,004 | -1.3% | 1.98% | -1.0% |
| Q1 2019 | $2,178,000 | +6.9% | 54,730 | -3.2% | 2.00% | +4.8% |
| Q4 2018 | $2,037,000 | +0.1% | 56,557 | -3.5% | 1.91% | +2.6% |
| Q3 2018 | $2,035,000 | +0.3% | 58,607 | +2.4% | 1.86% | -18.5% |
| Q2 2018 | $2,029,000 | +1.2% | 57,240 | +2.2% | 2.29% | +30.6% |
| Q1 2018 | $2,004,000 | +6.5% | 55,992 | +4.7% | 1.75% | -6.2% |
| Q4 2017 | $1,882,000 | – | 53,479 | – | 1.87% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 1,741,046 | $46,886,000 | 19.07% |
| BRINKER CAPITAL INC | 825,537 | $22,232,000 | 1.97% |
| NewEdge Advisors, LLC | 61,788 | $1,664,000 | 1.18% |
| Regal Investment Advisors LLC | 117,064 | $3,153,000 | 0.78% |
| First Heartland Consultants, Inc. | 45,321 | $1,220,000 | 0.46% |
| Baker Avenue Asset Management, LP | 121,909 | $3,283,000 | 0.44% |
| Koshinski Asset Management, Inc. | 23,647 | $637,000 | 0.41% |
| BSW Wealth Partners | 21,196 | $571,000 | 0.36% |
| Brinker Capital Investments, LLC | 341,099 | $9,186,000 | 0.35% |
| BKS ADVISORS, LLC | 20,026 | $539,000 | 0.26% |