Trek Financial, LLC - FIRST TR EXCHANGE-TRADED FD ownership

FIRST TR EXCHANGE-TRADED FD's ticker is FCVT and the CUSIP is 33739Q507. A total of 60 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Trek Financial, LLC ownership history of FIRST TR EXCHANGE-TRADED FD
ValueSharesWeighting
Q3 2022$232,000
+1.8%
7,450
+3.1%
0.02%
+4.3%
Q2 2022$228,000
-7.7%
7,227
+13.5%
0.02%
+9.5%
Q1 2022$247,000
+7.4%
6,370
+38.9%
0.02%
-22.2%
Q1 2021$230,000
-16.4%
4,587
-18.3%
0.03%
-25.0%
Q4 2020$275,000
+2.6%
5,614
-15.6%
0.04%
-12.2%
Q3 2020$268,000
+12.1%
6,652
-1.2%
0.04%
+7.9%
Q2 2020$239,0006,7330.04%
Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q4 2022
NameSharesValueWeighting ↓
American Financial Advisors, LLC 370,944$18,837,0002.52%
Csenge Advisory Group 202,960$10,390,0000.88%
Synergy Asset Management, LLC 73,957$3,755,0000.87%
Concentrum Wealth Management 17,939$911,0000.57%
Gladstone Institutional Advisory LLC 93,021$4,7240.46%
Private Advisory Group LLC 27,528$1,398,0000.34%
Castle Rock Wealth Management, LLC 17,673$952,0000.33%
Wealth Enhancement & Preservation of GA, LLC 7,130$362,0000.28%
SkyOak Wealth, LLC 14,035$713,0000.19%
Acorn Wealth Advisors, LLC 5,326$270,0000.19%
View complete list of FIRST TR EXCHANGE-TRADED FD shareholders