FIRST TR EXCHANGE TRADED FD's ticker is FV and the CUSIP is 33738R605. A total of 240 filers reported holding FIRST TR EXCHANGE TRADED FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $565,839 | +8.8% | 12,773 | +15.3% | 0.01% | -12.5% |
| Q2 2023 | $519,910 | -13.8% | 11,082 | -17.1% | 0.01% | -20.0% |
| Q1 2023 | $602,919 | +73.2% | 13,374 | +78.8% | 0.01% | +42.9% |
| Q4 2022 | $348,172 | -14.9% | 7,479 | -25.0% | 0.01% | -22.2% |
| Q3 2022 | $409,000 | -26.0% | 9,971 | -25.5% | 0.01% | -25.0% |
| Q2 2022 | $553,000 | -36.4% | 13,376 | -26.7% | 0.01% | 0.0% |
| Q1 2022 | $869,000 | +9.9% | 18,244 | +13.4% | 0.01% | -42.9% |
| Q4 2021 | $791,000 | -2.7% | 16,093 | -9.4% | 0.02% | +5.0% |
| Q3 2021 | $813,000 | -3.9% | 17,766 | -0.5% | 0.02% | -33.3% |
| Q2 2021 | $846,000 | +13.6% | 17,853 | +7.0% | 0.03% | -34.8% |
| Q1 2021 | $745,000 | +33.3% | 16,692 | +21.0% | 0.05% | +21.1% |
| Q4 2020 | $559,000 | – | 13,799 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Madrona Financial Services, LLC | 431,645 | $19,121,885 | 8.73% |
| HFG Advisors, Inc. | 149,359 | $6,616,619 | 7.24% |
| QP WEALTH MANAGEMENT, LLC | 68,744 | $3,045,359 | 5.31% |
| Concentrum Wealth Management | 141,742 | $6,279,191 | 3.80% |
| DB Wealth Management Group, LLC | 130,609 | $5,785,975 | 3.65% |
| MinichMacGregor Wealth Management, LLC | 245,800 | $10,888,983 | 3.61% |
| UNIONVIEW, LLC | 82,490 | $3,654,321 | 3.45% |
| Secure Asset Management, LLC | 248,006 | $10,986,667 | 3.29% |
| Prospera Financial Services Inc | 1,693,563 | $75,028,153 | 2.90% |
| Strid Group, LLC | 283,713 | $12,568,486 | 2.63% |