LIBERTY WEALTH MANAGEMENT LLC - FIRST TR EXCHANGE TRADED FD ownership

FIRST TR EXCHANGE TRADED FD's ticker is FV and the CUSIP is 33738R605. A total of 246 filers reported holding FIRST TR EXCHANGE TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q1 2021$48,0000.0%1,1640.0%0.02%0.0%
Q4 2020$48,000
+20.0%
1,1640.0%0.02%
-4.2%
Q3 2020$40,000
+8.1%
1,1640.0%0.02%
-7.7%
Q2 2020$37,000
+23.3%
1,1640.0%0.03%0.0%
Q1 2020$30,000
-16.7%
1,164
+0.1%
0.03%
-7.1%
Q4 2019$36,000
+5.9%
1,163
+0.3%
0.03%
-12.5%
Q3 2019$34,000
-2.9%
1,160
+0.3%
0.03%
+3.2%
Q2 2019$35,000
+2.9%
1,1570.0%0.03%
+19.2%
Q1 2019$34,000
+17.2%
1,157
+0.1%
0.03%
+18.2%
Q4 2018$29,0001,1560.02%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q3 2023
NameSharesValueWeighting ↓
HFG Advisors, Inc. 138,173$6,584,0007.52%
Secure Asset Management, LLC 260,807$12,427,0005.60%
Prospera Financial Services Inc 2,183,250$104,035,0004.36%
Concentrum Wealth Management 142,119$6,772,0004.22%
Madrona Financial Services, LLC 178,511$8,370,0004.10%
QP WEALTH MANAGEMENT, LLC 64,065$3,053,0003.41%
Strid Group, LLC 294,497$14,033,0002.87%
DB Wealth Management Group, LLC 99,758$4,753,0002.86%
Bickling Financial Services, Inc. 110,272$5,254,0002.70%
COTTONWOOD CAPITAL ADVISORS, LLC 67,320$3,208,0002.54%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders