FIRST TR EXCHANGE TRADED FD's ticker is EDOW and the CUSIP is 33733A201.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,418 | -3.6% | 600 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $18,072 | -32.1% | 600 | -33.3% | 0.00% | -50.0% |
| Q1 2023 | $26,604 | +2.5% | 900 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $25,947 | +17.9% | 900 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $22,000 | -8.3% | 900 | 0.0% | 0.00% | +100.0% |
| Q2 2022 | $24,000 | -81.5% | 900 | -78.7% | 0.00% | -83.3% |
| Q1 2022 | $130,000 | -42.0% | 4,221 | -40.3% | 0.01% | -33.3% |
| Q4 2021 | $224,000 | -7.8% | 7,068 | -11.5% | 0.01% | 0.0% |
| Q3 2021 | $243,000 | -53.9% | 7,986 | -53.4% | 0.01% | -57.1% |
| Q2 2021 | $527,000 | +13.6% | 17,120 | +10.8% | 0.02% | +61.5% |
| Q1 2021 | $464,000 | -7.4% | 15,456 | -8.8% | 0.01% | -35.0% |
| Q4 2020 | $501,000 | – | 16,951 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Western Wealth Management, LLC | 140,849 | $3,825,000 | 0.22% |
| WEALTH EFFECTS LLC | 9,421 | $256,000 | 0.15% |
| Stonebridge Financial Planning Group, LLC | 8,087 | $220,000 | 0.15% |
| SILVER OAK SECURITIES, Inc | 15,897 | $447,000 | 0.10% |
| Ameritas Advisory Services, LLC | 61,548 | $1,673,000 | 0.10% |
| HARBOUR INVESTMENTS, INC. | 43,058 | $1,170,000 | 0.08% |
| NewEdge Advisors, LLC | 151,557 | $4,119,000 | 0.07% |
| Vestmark Advisory Solutions, Inc. | 32,449 | $882,000 | 0.05% |
| Glassman Wealth Services | 6,850 | $186,000 | 0.04% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 7,975 | $217,000 | 0.03% |