FIRST TR EXCHNG TRADED FD VI's ticker is LDSF and the CUSIP is 33740F870.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $212,648 | -0.4% | 11,595 | +0.2% | 0.02% | 0.0% |
| Q2 2023 | $213,451 | -19.6% | 11,575 | -19.6% | 0.02% | -33.3% |
| Q4 2022 | $265,336 | -51.1% | 14,389 | -51.2% | 0.03% | -12.9% |
| Q3 2022 | $543,000 | +57.4% | 29,494 | +59.6% | 0.03% | +55.0% |
| Q2 2022 | $345,000 | +19.8% | 18,478 | +24.4% | 0.02% | +42.9% |
| Q1 2022 | $288,000 | – | 14,858 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Atlas Private Wealth Advisors | 325,951 | $6,522,000 | 3.02% |
| Echo Wealth Management, LLC | 91,928 | $1,830,000 | 2.09% |
| Capital Asset Advisory Services LLC | 522,036 | $10,446,000 | 1.11% |
| BlackDiamond Wealth Management, LLC | 38,514 | $771,000 | 0.88% |
| Sterling Manor Financial, LLC | 38,987 | $780,000 | 0.61% |
| 1776 Wealth LLC | 46,900 | $938,000 | 0.50% |
| Gladstone Institutional Advisory LLC | 269,536 | $5,393 | 0.42% |
| StoneX Group Inc. | 153,504 | $3,072,000 | 0.37% |
| Mutual Advisors, LLC | 227,307 | $4,548,000 | 0.24% |
| Ameritas Advisory Services, LLC | 252,320 | $5,049,000 | 0.18% |