FIRST TR EXCHNG TRADED FD VI's ticker is BUFD and the CUSIP is 33740U703.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $941,035 | +2.6% | 44,284 | +4.0% | 0.08% | +2.6% |
| Q2 2023 | $917,001 | +5.0% | 42,572 | -0.4% | 0.08% | -3.7% |
| Q1 2023 | $873,117 | +4.1% | 42,737 | +0.2% | 0.08% | -5.8% |
| Q4 2022 | $839,122 | -4.5% | 42,660 | -4.5% | 0.09% | +72.0% |
| Q3 2022 | $879,000 | -8.3% | 44,658 | -8.2% | 0.05% | -9.1% |
| Q2 2022 | $959,000 | -21.3% | 48,655 | -15.3% | 0.06% | -6.8% |
| Q1 2022 | $1,219,000 | – | 57,436 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prostatis Group LLC | 216,041 | $4,584,390 | 3.68% |
| Integrity Financial Corp /WA | 194,738 | $4,132,000 | 3.39% |
| Walkner Condon Financial Advisors LLC | 477,901 | $10,141,000,000 | 2.88% |
| Trinity Wealth Management, LLC | 188,350 | $3,997,000 | 2.81% |
| Legacy Financial Group LLC | 419,132 | $8,894,000 | 2.61% |
| Madrona Financial Services, LLC | 146,115 | $3,096,000 | 1.52% |
| Arkadios Wealth Advisors | 484,642 | $10,284,000 | 1.35% |
| ARQ WEALTH ADVISORS, LLC | 46,608 | $989,000 | 0.67% |
| Financial Partners Group, Inc | 115,287 | $2,446,000 | 0.53% |
| Cherry Creek Investment Advisors, Inc. | 37,464 | $795,000 | 0.52% |