FIRST TR EXCHANGE-TRADED FD's ticker is TDIV and the CUSIP is 33738R118. A total of 262 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $587,762 | +16.0% | 7,768 | +6.8% | 0.02% | +6.7% |
| Q1 2024 | $506,730 | +33.4% | 7,273 | +22.7% | 0.02% | +15.4% |
| Q4 2023 | $379,935 | +19.9% | 5,928 | +5.0% | 0.01% | 0.0% |
| Q3 2023 | $316,803 | -13.8% | 5,648 | -9.9% | 0.01% | -13.3% |
| Q2 2023 | $367,689 | +27.5% | 6,268 | +17.5% | 0.02% | +15.4% |
| Q1 2023 | $288,466 | +23.6% | 5,333 | +9.2% | 0.01% | +8.3% |
| Q4 2022 | $233,315 | – | 4,883 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cherry Creek Investment Advisors, Inc. | 152,903 | $11,568,626 | 6.04% |
| Concorde Asset Management, LLC | 123,502 | $9,344,153 | 5.76% |
| Private Wealth Group, LLC | 99,901 | $7,558,510 | 3.97% |
| Flaharty Asset Management, LLC | 309,280 | $23,400,126 | 3.46% |
| PURSUE WEALTH PARTNERS LLC | 75,084 | $5,680,855 | 3.10% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 47,127 | $3,671,649 | 2.87% |
| DEFINED WEALTH MANAGEMENT, LLC | 46,927 | $3,550,509 | 2.47% |
| Aprio Wealth Management, LLC | 173,407 | $13,119,975 | 2.39% |
| New England Private Wealth Advisors LLC | 151,588 | $11,469,121 | 2.00% |
| Ranch Capital Advisors Inc. | 45,165 | $3,417,209 | 1.79% |