FIRST TR EXCHNG TRADED FD VI's ticker is DEED and the CUSIP is 33740U109.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $250,244 | -5.9% | 12,531 | +0.6% | 0.01% | -7.1% |
| Q2 2023 | $266,064 | +1.9% | 12,462 | +3.7% | 0.01% | -12.5% |
| Q1 2023 | $261,031 | +39.6% | 12,018 | +35.6% | 0.02% | +45.5% |
| Q4 2022 | $186,984 | +0.5% | 8,866 | +2.3% | 0.01% | -15.4% |
| Q3 2022 | $186,000 | +8.1% | 8,667 | +15.5% | 0.01% | +62.5% |
| Q2 2022 | $172,000 | +129.3% | 7,505 | +139.4% | 0.01% | +166.7% |
| Q1 2022 | $75,000 | +1.4% | 3,135 | +8.1% | 0.00% | 0.0% |
| Q4 2021 | $74,000 | -1.3% | 2,900 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $75,000 | 0.0% | 2,900 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $75,000 | -1.3% | 2,900 | -2.4% | 0.00% | +50.0% |
| Q1 2021 | $76,000 | 0.0% | 2,970 | 0.0% | 0.00% | -33.3% |
| Q4 2020 | $76,000 | – | 2,970 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Drake & Associates, LLC | 527,172 | $11,983,000 | 6.78% |
| Darwin Wealth Management, LLC | 748,270 | $17,382,000 | 3.51% |
| Walkner Condon Financial Advisors LLC | 301,891 | $6,861,000 | 2.15% |
| USAdvisors Wealth Management, LLC | 188,280 | $4,280,000 | 2.14% |
| BKA Wealth Consulting, Inc. | 35,718 | $812,000 | 1.48% |
| RDA Financial Network | 53,585 | $1,218,000 | 0.62% |
| CHIRON CAPITAL MANAGEMENT, LLC | 42,132 | $958,000 | 0.60% |
| Csenge Advisory Group | 257,899 | $5,862,000 | 0.49% |
| WealthOne, LLC | 50,415 | $1,146,000 | 0.47% |
| Sterling Manor Financial, LLC | 15,014 | $341,000 | 0.42% |