Geneos Wealth Management Inc. - FIRST TR EXCHNG TRADED FD VI ownership

FIRST TR EXCHNG TRADED FD VI's ticker is LDSF and the CUSIP is 33740F870. A total of 61 filers reported holding FIRST TR EXCHNG TRADED FD VI in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of FIRST TR EXCHNG TRADED FD VI
ValueSharesWeighting
Q3 2023$90,600
-0.5%
4,9400.0%0.01%0.0%
Q2 2023$91,094
-1.0%
4,9400.0%0.01%
-16.7%
Q1 2023$92,032
+1.0%
4,9400.0%0.01%0.0%
Q4 2022$91,094
+1.2%
4,9400.0%0.01%0.0%
Q3 2022$90,000
-47.4%
4,940
-46.1%
0.01%
-25.0%
Q2 2022$171,000
-3.4%
9,1650.0%0.01%0.0%
Q1 2022$177,000
-3.3%
9,1650.0%0.01%
+14.3%
Q4 2021$183,000
-18.3%
9,165
-17.9%
0.01%
-22.2%
Q3 2021$224,000
-0.9%
11,1650.0%0.01%0.0%
Q2 2021$226,000
-96.2%
11,165
-96.2%
0.01%
-94.5%
Q1 2021$5,873,000
+1375.6%
290,025
+42.5%
0.16%
+925.0%
Q4 2020$398,000
-35.5%
203,554
+570.9%
0.02%
-50.0%
Q3 2020$617,000
+3.4%
30,340
+3.1%
0.03%
-3.0%
Q2 2020$597,000
+18.2%
29,440
+14.4%
0.03%
-2.9%
Q1 2020$505,000
-0.6%
25,740
+4.0%
0.03%
+25.9%
Q4 2019$508,000
+49.0%
24,740
+48.9%
0.03%
+35.0%
Q3 2019$341,000
+21.4%
16,615
+20.5%
0.02%
+17.6%
Q2 2019$281,000
+4.1%
13,790
+3.6%
0.02%
-5.6%
Q1 2019$270,00013,3150.02%
Other shareholders
FIRST TR EXCHNG TRADED FD VI shareholders Q4 2022
NameSharesValueWeighting ↓
EdgeRock Capital LLC 934,692$17,170,0009.78%
Sterling Manor Financial, LLC 41,377$760,0000.94%
1776 Wealth LLC 42,700$784,0000.60%
Atlas Private Wealth Advisors 32,130$590,0000.35%
Onyx Bridge Wealth Group LLC 32,556$597,0000.27%
Kestra Advisory Services, LLC 2,677,148$24,614,590,0000.26%
Mutual Advisors, LLC 222,769$4,092,0000.21%
Gladstone Institutional Advisory LLC 108,550$1,9940.16%
G&S Capital LLC 15,180$279,0000.15%
AE Wealth Management LLC 939,804$17,264,0000.14%
View complete list of FIRST TR EXCHNG TRADED FD VI shareholders