LIBERTY WEALTH MANAGEMENT LLC - FIRST TR STOXX EURO DIV FD ownership

FIRST TR STOXX EURO DIV FD's ticker is FDD and the CUSIP is 33735T109. A total of 76 filers reported holding FIRST TR STOXX EURO DIV FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of FIRST TR STOXX EURO DIV FD
ValueSharesWeighting
Q3 2023$148
-99.9%
13,603
+1.0%
0.04%
-2.6%
Q2 2023$152,825
+0.3%
13,465
+3.1%
0.04%
+22.6%
Q1 2023$152,369
+25.9%
13,062
+0.5%
0.03%
-3.1%
Q3 2022$121,000
-12.9%
12,994
+1.6%
0.03%
-42.9%
Q2 2022$139,000
-16.3%
12,791
+2.2%
0.06%
-6.7%
Q1 2022$166,000
-7.3%
12,511
+0.5%
0.06%
+650.0%
Q4 2021$179,000
+3.5%
12,448
+0.3%
0.01%
-87.1%
Q3 2021$173,000
-2.8%
12,413
+0.9%
0.06%
-10.1%
Q2 2021$178,000
-17.2%
12,302
-26.4%
0.07%
-34.3%
Q1 2021$215,0000.0%16,7130.0%0.10%0.0%
Q4 2020$215,000
+11.4%
16,713
-10.9%
0.10%
-7.9%
Q3 2020$193,000
-26.3%
18,763
-25.1%
0.11%
-38.0%
Q2 2020$262,000
+9.6%
25,051
+0.7%
0.18%
-12.0%
Q1 2020$239,000
-31.5%
24,879
+0.1%
0.21%
-24.0%
Q4 2019$349,000
+10.4%
24,854
+0.1%
0.28%
-8.0%
Q3 2019$316,000
+1.9%
24,821
+0.2%
0.30%
+9.9%
Q2 2019$310,000
-98.7%
24,764
-98.6%
0.27%
-98.4%
Q1 2019$23,108,000
+8.7%
1,801,150
+1.1%
17.40%
+9.7%
Q4 2018$21,264,0001,780,92715.86%
Other shareholders
FIRST TR STOXX EURO DIV FD shareholders Q1 2022
NameSharesValueWeighting ↓
Sterling Manor Financial, LLC 802,548$8,740,0707.91%
Smart Portfolios, LLC 135,074$1,471,0102.64%
Intellectus Partners, LLC 398,386$4,338,5771.37%
Murphy, Middleton, Hinkle & Parker, Inc. 119,167$1,297,7750.83%
Next Level Private LLC 101,349$1,079,5550.72%
Elevated Capital Advisors, LLC 145,443$1,583,9280.54%
COTTONWOOD CAPITAL ADVISORS, LLC 46,090$501,9370.47%
OneAscent Wealth Management LLC 33,175$3610.16%
CHANNEL WEALTH LLC 22,430$244,2720.14%
HARBOUR INVESTMENTS, INC. 150,836$1,642,6670.08%
View complete list of FIRST TR STOXX EURO DIV FD shareholders