Geneos Wealth Management Inc. - FIRST TR EXCH TRADED FD III ownership

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FIRST TR EXCH TRADED FD III's ticker is RFDI and the CUSIP is 33739P608.

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Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$11,116
-2.7%
2000.0%0.00%0.0%
Q2 2023$11,430
+1.7%
2000.0%0.00%0.0%
Q1 2023$11,242
+5.7%
2000.0%0.00%0.0%
Q4 2022$10,632
+18.1%
2000.0%0.00%0.0%
Q3 2022$9,000
-10.0%
2000.0%0.00%–
Q2 2022$10,000
-23.1%
2000.0%0.00%
-100.0%
Q1 2022$13,000
-7.1%
2000.0%0.00%0.0%
Q4 2021$14,000
+7.7%
2000.0%0.00%–
Q3 2021$13,000
-7.1%
2000.0%0.00%
-100.0%
Q2 2021$14,000
+7.7%
2000.0%0.00%–
Q1 2021$13,0000.0%2000.0%0.00%
-100.0%
Q4 2020$13,000
+18.2%
2000.0%0.00%0.0%
Q3 2020$11,000
+10.0%
2000.0%0.00%0.0%
Q2 2020$10,000
+25.0%
2000.0%0.00%0.0%
Q1 2020$8,000
-33.3%
2000.0%0.00%0.0%
Q4 2019$12,000
+9.1%
2000.0%0.00%0.0%
Q3 2019$11,0000.0%2000.0%0.00%0.0%
Q2 2019$11,0000.0%2000.0%0.00%0.0%
Q1 2019$11,000
+10.0%
2000.0%0.00%0.0%
Q4 2018$10,000
-16.7%
2000.0%0.00%0.0%
Q3 2018$12,0000.0%2000.0%0.00%0.0%
Q2 2018$12,0000.0%2000.0%0.00%0.0%
Q1 2018$12,000–200–0.00%–
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Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q4 2023
NameSharesValueWeighting ↓
Cranbrook Wealth Management, LLC 138,148$8,828,0003.47%
Quad-Cities Investment Group, LLC 21,415$1,370,0001.75%
RiverFront Investment Group, LLC 1,064,381$68,014,0001.59%
CENTAURUS FINANCIAL, INC. 102,970$6,580,0001.54%
Wills Financial Group, Inc. 31,164$1,991,0001.47%
Shamrock Asset Management LLC 37,323$2,452,0001.46%
Regal Investment Advisors LLC 63,406$4,052,0000.90%
NewEdge Advisors, LLC 115,047$7,241,0000.83%
Koshinski Asset Management, Inc. 37,779$2,414,0000.75%
Keystone Financial Group 11,680$735,0000.41%
View complete list of FIRST TR EXCH TRADED FD III shareholders