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

FIRST TR EXCHANGE TRADED FD's ticker is FGD and the CUSIP is 33734X200. A total of 119 filers reported holding FIRST TR EXCHANGE TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Robertson Stephens Wealth Management, LLC ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q2 2021$327,000
+3.2%
12,6240.0%0.04%
-23.5%
Q1 2021$317,000
+14.9%
12,6240.0%0.05%
-12.1%
Q4 2020$276,000
+22.7%
12,6240.0%0.06%
+5.5%
Q3 2020$225,000
-0.9%
12,624
-0.0%
0.06%
-15.4%
Q2 2020$227,000
+12.9%
12,6250.0%0.06%
-5.8%
Q1 2020$201,000
-36.0%
12,6250.0%0.07%
-56.3%
Q4 2019$314,000
+1.9%
12,625
-6.0%
0.16%
+1.3%
Q3 2019$308,00013,4280.16%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q3 2023
NameSharesValueWeighting ↓
Hibernia Wealth Partners, LLC 206,203$4,249,8433.29%
FOREFRONT WEALTH MANAGEMENT INC. 59,564$1,227,6061.72%
ForthRight Wealth Management, LLC 147,925$3,048,7271.31%
FUKOKU MUTUAL LIFE INSURANCE Co 632,000$13,025,5201.19%
Harvest Investment Services, LLC 70,438$1,451,7270.93%
Twelve Points Wealth Management LLC 70,822$1,459,6420.73%
Authentikos Wealth Advisory, LLC 23,086$475,8020.46%
Mission Creek Capital Partners, Inc. 63,615$1,311,1040.44%
COTTONWOOD CAPITAL ADVISORS, LLC 21,752$448,2990.42%
Elevated Capital Advisors, LLC 51,505$1,061,5110.36%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders