FIRST TR EXCHNG TRADED FD VI's ticker is FIXD and the CUSIP is 33740F805. A total of 300 filers reported holding FIRST TR EXCHNG TRADED FD VI in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $640,755 | -5.7% | 15,236 | -1.0% | 0.03% | -3.0% |
Q2 2023 | $679,782 | +12.4% | 15,390 | +14.7% | 0.03% | -10.8% |
Q1 2023 | $604,684 | +11.2% | 13,420 | +8.4% | 0.04% | -5.1% |
Q4 2022 | $543,885 | +6.9% | 12,384 | +5.9% | 0.04% | -7.1% |
Q3 2022 | $509,000 | -7.8% | 11,690 | -1.8% | 0.04% | -8.7% |
Q2 2022 | $552,000 | -19.9% | 11,903 | -14.3% | 0.05% | -6.1% |
Q1 2022 | $689,000 | -5.2% | 13,897 | +1.7% | 0.05% | -9.3% |
Q4 2021 | $727,000 | – | 13,663 | – | 0.05% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Dominguez Wealth Management Solutions, Inc. | 405,535 | $17,912,460 | 15.66% |
O'Connor Financial Group LLC | 347,711 | $15,358,373 | 10.59% |
Alpha Financial Advisors, LLC | 354,634 | $15,664,184 | 9.81% |
Ten Capital Wealth Advisors, LLC | 750,109 | $33,132 | 9.61% |
Seascape Capital Management | 409,888 | $18,105 | 8.58% |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 5,667,789 | $250,346 | 8.30% |
Drake & Associates, LLC | 404,398 | $17,862,259 | 7.99% |
FLYNN ZITO CAPITAL MANAGEMENT, LLC | 261,469 | $11,549,054 | 7.80% |
LVZ, Inc. | 1,253,673 | $55,374,741 | 7.72% |
Coppell Advisory Solutions LLC | 597,308 | $26,329,335 | 7.44% |