Robertson Stephens Wealth Management, LLC - FIRST TR EXCHANGE TRADED FD ownership

FIRST TR EXCHANGE TRADED FD's ticker is FBT and the CUSIP is 33733E203. A total of 236 filers reported holding FIRST TR EXCHANGE TRADED FD in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.1%.

Quarter-by-quarter ownership
Robertson Stephens Wealth Management, LLC ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q3 2023$657,402
-27.3%
4,492
-23.9%
0.04%
-31.2%
Q2 2023$903,679
-7.9%
5,901
-6.8%
0.06%
-15.8%
Q1 2023$981,328
-3.2%
6,330
-3.7%
0.08%
-23.2%
Q4 2022$1,013,4056,5750.10%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q3 2023
NameSharesValueWeighting ↓
Berger Financial Group, Inc 136,975$20,428,0002.60%
Kingsbury Capital Investment Advisors LLC 14,510$2,164,0002.38%
SFI Advisors, LLC 22,311$3,327,0002.03%
Hartford Financial Management Inc. 38,934$5,807,0001.40%
TPG Financial Advisors, LLC 15,115$2,254,0001.36%
PACIFIC SUN FINANCIAL CORP 12,543$1,871,0001.02%
ESG Planning DBA Harper Investing 6,732$1,004,0000.93%
Quad-Cities Investment Group, LLC 8,252$1,231,0000.79%
RWA WEALTH PARTNERS, LLC 76,745$11,446,0000.74%
Quantum Private Wealth, LLC 11,232$1,675,0000.72%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders