FIRST TR EXCHNG TRADED FD VI's ticker is FIXD and the CUSIP is 33740F805. A total of 307 filers reported holding FIRST TR EXCHNG TRADED FD VI in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $615,519 | -17.5% | 14,636 | -13.4% | 0.25% | -9.1% |
| Q2 2023 | $746,257 | -6.9% | 16,895 | -5.0% | 0.27% | -12.5% |
| Q1 2023 | $801,385 | -10.3% | 17,785 | -12.6% | 0.31% | -13.5% |
| Q4 2022 | $893,657 | -41.5% | 20,347 | -42.0% | 0.36% | -45.2% |
| Q3 2022 | $1,528,000 | -15.3% | 35,087 | -9.8% | 0.66% | -10.6% |
| Q2 2022 | $1,803,000 | -11.6% | 38,880 | -5.5% | 0.74% | +2.8% |
| Q1 2022 | $2,040,000 | -9.0% | 41,137 | -2.3% | 0.72% | -7.2% |
| Q4 2021 | $2,241,000 | -8.9% | 42,105 | -8.3% | 0.77% | -16.1% |
| Q3 2021 | $2,459,000 | -0.2% | 45,911 | -0.1% | 0.92% | -4.3% |
| Q2 2021 | $2,464,000 | +18.8% | 45,942 | +17.0% | 0.96% | +8.0% |
| Q1 2021 | $2,074,000 | +25.1% | 39,253 | +29.6% | 0.89% | +11.5% |
| Q4 2020 | $1,658,000 | +19.7% | 30,294 | +20.4% | 0.80% | +2.6% |
| Q3 2020 | $1,385,000 | +11.7% | 25,165 | +11.2% | 0.78% | +2.5% |
| Q2 2020 | $1,240,000 | +3.2% | 22,635 | -0.6% | 0.76% | -17.3% |
| Q1 2020 | $1,201,000 | -4.9% | 22,776 | -6.5% | 0.92% | +17.0% |
| Q4 2019 | $1,263,000 | -0.2% | 24,366 | +1.4% | 0.79% | -13.2% |
| Q3 2019 | $1,266,000 | +0.3% | 24,039 | -1.3% | 0.91% | +1.5% |
| Q2 2019 | $1,262,000 | +2.7% | 24,366 | +901.5% | 0.89% | -35.7% |
| Q1 2019 | $1,229,000 | -6.5% | 2,433 | -90.9% | 1.39% | +20.6% |
| Q4 2018 | $1,315,000 | – | 26,652 | – | 1.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Advance Capital Management, Inc. | 5,996,943 | $297,328,000 | 36.14% |
| TUCKER ASSET MANAGEMENT LLC | 1,731,755 | $85,860,387 | 26.82% |
| Kowal Investment Group, LLC | 1,000,569 | $49,608,000 | 15.14% |
| LVZ, Inc. | 1,170,197 | $58,018,000 | 8.07% |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 171,881 | $8,522,000 | 7.24% |
| Seascape Capital Management | 268,071 | $13,291,000 | 6.89% |
| Tower Wealth Partners, Inc. | 115,164 | $5,710,000 | 6.20% |
| Peterson Wealth Advisors, LLC | 412,278 | $20,441,000 | 6.05% |
| Landmark Wealth Management, LLC | 337,154 | $176,935,000 | 5.93% |
| Eldridge Investment Advisors, Inc. | 343,084 | $17,010,000 | 5.75% |