FIRST TR EXCHANGE TRADED FD's ticker is FV and the CUSIP is 33738R605. A total of 238 filers reported holding FIRST TR EXCHANGE TRADED FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HFG Advisors, Inc. | 138,173 | $6,584,000 | 7.52% |
| Secure Asset Management, LLC | 260,807 | $12,427,000 | 5.60% |
| Prospera Financial Services Inc | 2,183,250 | $104,035,000 | 4.36% |
| Concentrum Wealth Management | 142,119 | $6,772,000 | 4.22% |
| Madrona Financial Services, LLC | 178,511 | $8,370,000 | 4.10% |
| QP WEALTH MANAGEMENT, LLC | 64,065 | $3,053,000 | 3.41% |
| Strid Group, LLC | 294,497 | $14,033,000 | 2.87% |
| DB Wealth Management Group, LLC | 99,758 | $4,753,000 | 2.86% |
| Bickling Financial Services, Inc. | 110,272 | $5,254,000 | 2.70% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 67,320 | $3,208,000 | 2.54% |