Holistic Financial Partners - FIRST TR EXCHANGE TRAD FD VI ownership

FIRST TR EXCHANGE TRAD FD VI's ticker is FTGC and the CUSIP is 33739H101. A total of 277 filers reported holding FIRST TR EXCHANGE TRAD FD VI in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Holistic Financial Partners ownership history of FIRST TR EXCHANGE TRAD FD VI
ValueSharesWeighting
Q1 2024$313,015
-7.0%
13,196
-12.0%
0.16%
-21.3%
Q4 2023$336,488
-16.1%
14,995
-10.3%
0.20%
-24.1%
Q3 2023$401,166
-91.5%
16,715
-91.9%
0.27%
-91.9%
Q2 2023$4,707,071
-1.3%
206,722
+1.8%
3.27%
-12.4%
Q1 2023$4,768,327
+11.6%
202,994
+16.4%
3.73%
-2.4%
Q4 2022$4,271,023
-8.4%
174,399
-5.2%
3.82%
-17.1%
Q3 2022$4,662,000
-3.6%
183,970
+1.8%
4.62%
+1.2%
Q2 2022$4,836,000
+30.8%
180,703
+38.9%
4.56%
+94.1%
Q1 2022$3,698,000
+104.4%
130,091
+65.9%
2.35%
+124.0%
Q4 2021$1,809,00078,4331.05%
Other shareholders
FIRST TR EXCHANGE TRAD FD VI shareholders Q2 2023
NameSharesValueWeighting ↓
ODonnell Financial Services, LLC 956,147$25,575,00020.95%
Sterling Manor Financial, LLC 365,476$9,780,00011.97%
PCG Wealth Advisors, LLC 624,434$16,710,00011.93%
Wealth Enhancement & Preservation of GA, LLC 397,352$10,639,00011.26%
Petix & Botte Co 344,179$9,210,0006.78%
National Wealth Management Group, LLC 191,051$5,112,5356.44%
Fortress Wealth Group, LLC 248,499$6,650,0005.73%
SHELTON WEALTH MANAGEMENT, LLC 247,631$6,627,0005.63%
Crumly & Associates Inc. 499,324$13,362,0005.55%
Cassia Capital Partners, LLC 195,829$5,240,0005.23%
View complete list of FIRST TR EXCHANGE TRAD FD VI shareholders