Bernardo Wealth Planning LLC - FIRST TR EXCHANGE-TRADED FD ownership

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FIRST TR EXCHANGE-TRADED FD's ticker is FTCS and the CUSIP is 33733E104. A total of 285 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.8%.

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Quarter-by-quarter ownership
Bernardo Wealth Planning LLC ownership history of FIRST TR EXCHANGE-TRADED FD
ValueSharesWeighting
Q3 2023$4,786,838
+7.0%
65,012
+9.1%
1.89%
+6.1%
Q2 2023$4,474,937
+11.4%
59,602
+8.2%
1.78%
+3.4%
Q1 2023$4,016,740
-0.3%
55,069
+2.5%
1.72%
-8.4%
Q4 2022$4,028,359
+9.3%
53,747
+1.9%
1.88%
-9.7%
Q3 2022$3,684,000
+5.9%
52,763
+6.0%
2.08%
+4.9%
Q2 2022$3,480,000
-7.1%
49,777
+4.0%
1.99%
+6.9%
Q1 2022$3,744,000
-5.7%
47,880
+1.9%
1.86%
-4.1%
Q4 2021$3,971,000
+22.3%
46,967
+8.2%
1.94%
+2.8%
Q3 2021$3,247,000
+7.2%
43,408
+8.3%
1.89%
+3.7%
Q2 2021$3,029,000
+22.9%
40,099
+15.2%
1.82%
+15.9%
Q1 2021$2,465,000
+15.8%
34,816
+10.4%
1.57%
+91.0%
Q4 2020$2,128,000
+12.7%
31,530
+5.6%
0.82%
-3.3%
Q3 2020$1,889,000
+18.3%
29,857
+9.2%
0.85%
-0.9%
Q2 2020$1,597,000
+99.6%
27,339
+69.7%
0.86%
+54.1%
Q1 2020$800,000–16,110–0.56%–
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Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q4 2020
NameSharesValueWeighting ↓
Kowal Investment Group, LLC 672,177$45,601,00021.16%
ForthRight Wealth Management, LLC 193,436$13,057,00010.26%
Archer Investment Corp 233,819$15,782,806,0007.50%
Madrona Financial Services, LLC 172,328$11,632,0006.50%
Perennial Investment Advisors, LLC 195,300$13,183,0005.64%
Secure Asset Management, LLC 141,031$9,520,0005.61%
RiverTree Advisors, LLC 103,503$6,986,0005.58%
Walkner Condon Financial Advisors LLC 182,632$12,328,0005.32%
Crumly & Associates Inc. 111,517$7,521,0005.28%
Wealth Enhancement & Preservation of GA, LLC 90,538$6,111,0005.28%
View complete list of FIRST TR EXCHANGE-TRADED FD shareholders