FIRST TR EXCHANGE-TRADED FD's ticker is DDIV and the CUSIP is 33738R696.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,779 | -1.9% | 100 | 0.0% | 0.00% | – |
| Q2 2023 | $2,834 | +2.2% | 100 | 0.0% | 0.00% | – |
| Q1 2023 | $2,772 | -3.1% | 100 | 0.0% | 0.00% | – |
| Q4 2022 | $2,861 | +43.0% | 100 | 0.0% | 0.00% | – |
| Q3 2022 | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q2 2022 | $2,000 | -33.3% | 100 | 0.0% | 0.00% | – |
| Q1 2022 | $3,000 | -97.6% | 100 | -97.9% | 0.00% | -100.0% |
| Q4 2019 | $127,000 | +2.4% | 4,800 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $124,000 | – | 4,800 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Engrave Wealth Partners LLC | 429,212 | $11,559,000 | 5.40% |
| Private Advisory Group LLC | 37,744 | $1,016,000 | 0.23% |
| Insight Advisors, LLC/ PA | 19,236 | $518,000 | 0.20% |
| PRIVATE TRUST CO NA | 37,269 | $1,004,000 | 0.16% |
| WealthBridge Capital Management, LLC | 12,325 | $359,000 | 0.15% |
| J.W. COLE ADVISORS, INC. | 17,893 | $482,000 | 0.04% |
| MTM Investment Management, LLC | 2,081 | $56,000 | 0.03% |
| Steward Partners Investment Advisory, LLC | 62,082 | $1,672,000 | 0.03% |
| COMMONWEALTH EQUITY SERVICES, LLC | 357,045 | $9,615,000 | 0.02% |
| Prospera Financial Services Inc | 12,940 | $348,000 | 0.02% |