Summit Financial, LLC - FIRST TR EXCHANGE TRADED FD ownership

FIRST TR EXCHANGE TRADED FD's ticker is FV and the CUSIP is 33738R605. A total of 254 filers reported holding FIRST TR EXCHANGE TRADED FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Summit Financial, LLC ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q2 2024$568,198
+8.0%
9,922
+7.9%
0.03%
-16.1%
Q1 2024$526,234
+14.4%
9,195
+3.1%
0.03%
+3.3%
Q4 2023$459,829
+8.4%
8,920
-6.8%
0.03%
-3.2%
Q3 2023$424,128
-7.2%
9,574
-1.7%
0.03%
-6.1%
Q2 2023$456,9509,7410.03%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q2 2023
NameSharesValueWeighting ↓
Trinity Legacy Partners, LLC 1,249,013$25,218,00011.79%
Prospera Financial Services Inc 4,156,109$131,167,00010.10%
Strid Group, LLC 803,947$25,373,0008.06%
Concentrum Wealth Management 137,983$4,355,0004.90%
Wealth Enhancement & Preservation of GA, LLC 257,401$8,111,0004.14%
Secure Asset Management, LLC 134,281$4,238,0002.99%
Claro Advisors LLC 105,072$3,316,0002.55%
LexAurum Advisors, LLC 110,171$3,477,0001.72%
Professional Financial Advisors, LLC 51,788$1,634,0001.55%
Western Wealth Management, LLC 318,556$9,693,0001.47%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders