FIRST TR EXCHANGE-TRADED FD's ticker is FMF and the CUSIP is 33739G103.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $659,000 | – | 12,785 | – | 0.62% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ALM First Financial Advisors, LLC | 175,000 | $8,366,750 | 3.55% |
| Authentikos Wealth Advisory, LLC | 65,858 | $3,148,672 | 2.97% |
| Marshall Financial Group LLC | 161,511 | $7,721,841 | 2.63% |
| TCP Asset Management, LLC | 110,289 | $5,272,917 | 2.24% |
| Holistic Financial Partners | 46,756 | $2,235,392 | 1.55% |
| IAMS WEALTH MANAGEMENT, LLC | 58,775 | $2,786,567 | 1.02% |
| Cambria Investment Management, L.P. | 99,241 | $4,744,712 | 0.40% |
| Fermata Advisors, LLC | 9,036 | $432,344 | 0.39% |
| TAP Consulting, LLC | 32,257 | $1,542,211 | 0.38% |
| MARIPAU WEALTH MANAGEMENT LLC | 7,517 | $359,388 | 0.32% |