Holistic Financial Partners - FIRST TR EXCHANGE TRADED FD ownership

FIRST TR EXCHANGE TRADED FD's ticker is FGD and the CUSIP is 33734X200. A total of 128 filers reported holding FIRST TR EXCHANGE TRADED FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Holistic Financial Partners ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q2 2024$213,865
-1.9%
9,5770.0%0.11%
-3.6%
Q1 2024$218,069
-0.5%
9,577
-2.7%
0.11%
-15.9%
Q4 2023$219,150
+8.0%
9,8450.0%0.13%
-2.2%
Q3 2023$202,906
-3.9%
9,8450.0%0.14%
-8.2%
Q2 2023$211,0779,8450.15%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q2 2023
NameSharesValueWeighting ↓
BlackDiamond Wealth Management, LLC 79,942$2,026,0002.42%
ForthRight Wealth Management, LLC 179,016$4,536,0002.34%
Triumph Capital Management 94,670$2,399,0001.04%
Harvest Investment Services, LLC 62,286$1,578,0000.94%
ShoreHaven Wealth Partners, LLC 43,467$1,101,0000.58%
Twelve Points Wealth Management LLC 30,553$774,0000.58%
RETIREMENT GUYS FORMULA LLC 24,869$630,0000.42%
PARK NATIONAL CORP /OH/ 366,492$9,287,0000.39%
Mission Creek Capital Partners, Inc. 55,254$1,400,0000.37%
PCG Wealth Advisors, LLC 21,768$552,0000.35%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders