FIRST TR EXCHANGE-TRADED FD's ticker is LGOV and the CUSIP is 33738D606. A total of 20 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,396,095 | -15.4% | 68,841 | -7.1% | 0.36% | -12.3% |
| Q2 2023 | $1,649,326 | -3.3% | 74,127 | -0.8% | 0.42% | -6.1% |
| Q1 2023 | $1,705,372 | +4.2% | 74,756 | 0.0% | 0.44% | 0.0% |
| Q4 2022 | $1,636,035 | -3.1% | 74,756 | -1.8% | 0.44% | -14.3% |
| Q3 2022 | $1,688,000 | -7.2% | 76,115 | -0.4% | 0.52% | -5.5% |
| Q2 2022 | $1,818,000 | -17.1% | 76,413 | -10.1% | 0.55% | -11.8% |
| Q1 2022 | $2,194,000 | -7.7% | 84,991 | -0.8% | 0.62% | -13.9% |
| Q4 2021 | $2,378,000 | +21.2% | 85,656 | +20.4% | 0.72% | +8.8% |
| Q3 2021 | $1,962,000 | +17.8% | 71,127 | +18.9% | 0.66% | +14.9% |
| Q2 2021 | $1,665,000 | +38.1% | 59,814 | +33.1% | 0.58% | +26.9% |
| Q1 2021 | $1,206,000 | +45.5% | 44,925 | +57.4% | 0.45% | +39.3% |
| Q4 2020 | $829,000 | +177.3% | 28,538 | +183.2% | 0.33% | +124.8% |
| Q3 2020 | $299,000 | – | 10,076 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marshall Financial Group LLC | 485,185 | $9,839,546 | 3.55% |
| Holistic Financial Partners | 252,920 | $5,129,223 | 3.40% |
| Midwest Financial Group LLC | 102,930 | $2,087,000 | 1.77% |
| Gladstone Institutional Advisory LLC | 1,101,805 | $22,344,606 | 1.45% |
| GDS Wealth Management | 425,371 | $8,626,524 | 1.36% |
| First Heartland Consultants, Inc. | 286,710 | $5,814 | 0.73% |
| IAMS WEALTH MANAGEMENT, LLC | 39,101 | $792,968 | 0.55% |
| Investors Research Corp | 68,841 | $1,396,095 | 0.36% |
| Visionary Wealth Advisors | 143,831 | $2,916,893 | 0.24% |
| STEPHENS INC /AR/ | 565,460 | $11,467,532 | 0.22% |