FIRST TR EXCHNG TRADED FD VI's ticker is FIXD and the CUSIP is 33740F805.
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 ↓ |
---|---|---|---|
Advance Capital Management, Inc. | 6,105,691 | $324,914,000 | 66.48% |
TUCKER ASSET MANAGEMENT LLC | 1,472,854 | $78,400,032 | 25.28% |
Kowal Investment Group, LLC | 999,162 | $53,170,000 | 15.79% |
LVZ, Inc. | 1,136,243 | $60,465,000 | 8.08% |
Seascape Capital Management | 314,064 | $16,713,000 | 7.84% |
FLYNN ZITO CAPITAL MANAGEMENT, LLC | 161,196 | $8,582,000 | 7.27% |
Sweet Financial Partners, LLC | 311,339 | $16,568,000 | 6.88% |
Eldridge Investment Advisors, Inc. | 376,598 | $20,041,000 | 6.62% |
Tower Wealth Partners, Inc. | 113,619 | $6,046,000 | 6.13% |
Bogart Wealth, LLC | 1,218,741 | $64,855,000 | 5.86% |