Holistic Financial Partners - FIRST TR EXCHANGE-TRADED FD ownership

FIRST TR EXCHANGE-TRADED FD's ticker is FMF and the CUSIP is 33739G103. A total of 81 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Holistic Financial Partners ownership history of FIRST TR EXCHANGE-TRADED FD
ValueSharesWeighting
Q3 2023$1,418,575
-36.5%
28,960
-38.1%
0.94%
-39.3%
Q2 2023$2,235,392
-12.9%
46,756
-14.3%
1.55%
-22.7%
Q1 2023$2,565,842
+57.8%
54,581
+59.8%
2.01%
+37.9%
Q4 2022$1,626,324
+152.9%
34,166
+173.7%
1.46%
+128.9%
Q3 2022$643,000
-2.4%
12,485
-2.3%
0.64%
+2.3%
Q2 2022$659,00012,7850.62%
Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q1 2023
NameSharesValueWeighting ↓
ALM First Financial Advisors, LLC 175,000$8,572,1303.65%
Authentikos Wealth Advisory, LLC 60,157$2,946,6912.84%
Marshall Financial Group LLC 160,373$7,855,6472.83%
TCP Asset Management, LLC 111,493$5,461,3292.34%
Holistic Financial Partners 28,960$1,418,5750.94%
IAMS WEALTH MANAGEMENT, LLC 26,981$1,321,6270.91%
Fermata Advisors, LLC 33,267$1,629,8840.46%
TAP Consulting, LLC 32,892$1,611,1690.42%
MARIPAU WEALTH MANAGEMENT LLC 6,871$336,5660.31%
Coppell Advisory Solutions LLC 18,376$874,6980.30%
View complete list of FIRST TR EXCHANGE-TRADED FD shareholders