FIRST TR EXCHANGE TRADED FD's ticker is FV and the CUSIP is 33738R605. A total of 213 filers reported holding FIRST TR EXCHANGE TRADED FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,712,942 | -0.7% | 99,761 | -0.7% | 0.17% | -3.9% |
| Q1 2024 | $5,751,314 | +11.8% | 100,495 | +0.7% | 0.18% | +1.7% |
| Q4 2023 | $5,143,634 | +3.5% | 99,780 | -11.1% | 0.18% | -28.8% |
| Q3 2023 | $4,969,933 | -1.7% | 112,188 | +4.1% | 0.25% | +2.5% |
| Q2 2023 | $5,054,515 | -3.1% | 107,749 | -6.9% | 0.24% | -23.8% |
| Q1 2023 | $5,217,609 | +15.7% | 115,741 | +19.5% | 0.32% | 0.0% |
| Q4 2022 | $4,508,786 | +15.0% | 96,859 | +1.4% | 0.32% | -0.9% |
| Q3 2022 | $3,920,000 | +2.7% | 95,517 | +3.6% | 0.32% | +1.6% |
| Q2 2022 | $3,818,000 | -10.6% | 92,172 | +2.9% | 0.32% | +5.0% |
| Q1 2022 | $4,269,000 | +17.2% | 89,594 | +20.9% | 0.30% | +11.4% |
| Q4 2021 | $3,643,000 | – | 74,100 | – | 0.27% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trinity Legacy Partners, LLC | 1,249,013 | $25,218,000 | 11.79% |
| Prospera Financial Services Inc | 4,156,109 | $131,167,000 | 10.10% |
| Strid Group, LLC | 803,947 | $25,373,000 | 8.06% |
| Concentrum Wealth Management | 137,983 | $4,355,000 | 4.90% |
| Wealth Enhancement & Preservation of GA, LLC | 257,401 | $8,111,000 | 4.14% |
| Secure Asset Management, LLC | 134,281 | $4,238,000 | 2.99% |
| Claro Advisors LLC | 105,072 | $3,316,000 | 2.55% |
| LexAurum Advisors, LLC | 110,171 | $3,477,000 | 1.72% |
| Professional Financial Advisors, LLC | 51,788 | $1,634,000 | 1.55% |
| Western Wealth Management, LLC | 318,556 | $9,693,000 | 1.47% |