FIRST TR EXCHNG TRADED FD VI's ticker is UCON and the CUSIP is 33740F888. A total of 1 filers reported holding FIRST TR EXCHNG TRADED FD VI in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,362,505 | +16.7% | 266,214 | +18.1% | 0.54% | +15.7% |
| Q2 2023 | $5,450,565 | +33.5% | 225,509 | +33.7% | 0.46% | +22.4% |
| Q1 2023 | $4,082,535 | +24.6% | 168,630 | +24.1% | 0.38% | +13.4% |
| Q4 2022 | $3,277,031 | -16.2% | 135,920 | -17.1% | 0.34% | +49.6% |
| Q3 2022 | $3,911,000 | +6.4% | 164,042 | +9.6% | 0.22% | +6.2% |
| Q2 2022 | $3,675,000 | -1.8% | 149,653 | +2.0% | 0.21% | +15.9% |
| Q1 2022 | $3,744,000 | +92.3% | 146,655 | +99.0% | 0.18% | -5.2% |
| Q4 2021 | $1,947,000 | +12.4% | 73,687 | +13.6% | 0.19% | +7.9% |
| Q2 2021 | $1,732,000 | +601.2% | 64,850 | +598.4% | 0.18% | +439.4% |
| Q1 2021 | $247,000 | – | 9,285 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Northwest Capital Management Inc | 369,403 | $9,837,000 | 5.54% |
| JANICZEK WEALTH MANAGEMENT, LLC | 570,725 | $15,216,000 | 5.53% |
| Sterling Manor Financial, LLC | 234,593 | $6,254,000 | 5.00% |
| Darwin Wealth Management, LLC | 889,003 | $23,701,000 | 3.86% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 413,574 | $11,026,000 | 1.91% |
| WESPAC Advisors, LLC | 35,951 | $958,000 | 1.83% |
| Walkner Condon Financial Advisors LLC | 118,373 | $3,153,000 | 1.16% |
| CHILDRESS CAPITAL ADVISORS, LLC | 87,005 | $2,319,000 | 1.06% |
| Q3 Asset Management | 75,522 | $2,013,000 | 0.99% |
| First Pacific Financial | 66,893 | $1,783,000 | 0.98% |