FIRST TR EXCHANGE-TRADED FD's ticker is TDIV and the CUSIP is 33738R118. A total of 228 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $267,131 | -31.6% | 4,763 | -28.5% | 0.11% | -29.5% |
| Q2 2023 | $390,528 | +6.9% | 6,657 | -1.4% | 0.16% | +7.6% |
| Q1 2023 | $365,220 | +13.7% | 6,752 | +0.4% | 0.14% | +8.2% |
| Q4 2022 | $321,352 | -9.7% | 6,726 | -5.2% | 0.13% | -11.8% |
| Q3 2022 | $356,000 | 0.0% | 7,096 | 0.0% | 0.15% | 0.0% |
| Q2 2022 | $356,000 | -36.7% | 7,096 | -25.6% | 0.15% | -27.6% |
| Q1 2022 | $562,000 | +54.0% | 9,542 | +64.2% | 0.21% | +54.4% |
| Q4 2021 | $365,000 | +16.6% | 5,811 | +4.8% | 0.14% | +16.2% |
| Q3 2021 | $313,000 | +112.9% | 5,545 | +45.0% | 0.12% | +25.8% |
| Q1 2019 | $147,000 | +15.7% | 3,825 | 0.0% | 0.09% | -4.1% |
| Q4 2018 | $127,000 | – | 3,825 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 1,741,046 | $46,886,000 | 19.07% |
| BRINKER CAPITAL INC | 825,537 | $22,232,000 | 1.97% |
| NewEdge Advisors, LLC | 61,788 | $1,664,000 | 1.18% |
| Regal Investment Advisors LLC | 117,064 | $3,153,000 | 0.78% |
| First Heartland Consultants, Inc. | 45,321 | $1,220,000 | 0.46% |
| Baker Avenue Asset Management, LP | 121,909 | $3,283,000 | 0.44% |
| Koshinski Asset Management, Inc. | 23,647 | $637,000 | 0.41% |
| BSW Wealth Partners | 21,196 | $571,000 | 0.36% |
| Brinker Capital Investments, LLC | 341,099 | $9,186,000 | 0.35% |
| BKS ADVISORS, LLC | 20,026 | $539,000 | 0.26% |