FIRST TR EXCHANGE TRADED FD's ticker is EDOW and the CUSIP is 33733A201.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $285,749 | -40.3% | 9,843 | -38.0% | 0.02% | -41.5% |
| Q2 2023 | $478,407 | -34.9% | 15,883 | -36.1% | 0.04% | -39.7% |
| Q1 2023 | $735,046 | -7.6% | 24,864 | -9.9% | 0.07% | -16.0% |
| Q4 2022 | $795,189 | -55.3% | 27,582 | -61.5% | 0.08% | -20.6% |
| Q3 2022 | $1,779,000 | -53.5% | 71,722 | -49.1% | 0.10% | -53.6% |
| Q2 2022 | $3,825,000 | -43.1% | 140,849 | -35.0% | 0.22% | -32.5% |
| Q1 2022 | $6,726,000 | +1111.9% | 216,820 | +1138.7% | 0.33% | +492.7% |
| Q4 2021 | $555,000 | +0.4% | 17,504 | -3.4% | 0.06% | -3.5% |
| Q2 2021 | $553,000 | -22.3% | 18,124 | -24.7% | 0.06% | -40.6% |
| Q1 2021 | $712,000 | – | 24,057 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Western Wealth Management, LLC | 140,849 | $3,825,000 | 0.22% |
| WEALTH EFFECTS LLC | 9,421 | $256,000 | 0.15% |
| Stonebridge Financial Planning Group, LLC | 8,087 | $220,000 | 0.15% |
| SILVER OAK SECURITIES, Inc | 15,897 | $447,000 | 0.10% |
| Ameritas Advisory Services, LLC | 61,548 | $1,673,000 | 0.10% |
| HARBOUR INVESTMENTS, INC. | 43,058 | $1,170,000 | 0.08% |
| NewEdge Advisors, LLC | 151,557 | $4,119,000 | 0.07% |
| Vestmark Advisory Solutions, Inc. | 32,449 | $882,000 | 0.05% |
| Glassman Wealth Services | 6,850 | $186,000 | 0.04% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 7,975 | $217,000 | 0.03% |