Tolleson Wealth Management, Inc. - FIRST TR EXCHNG TRADED FD VI ownership

FIRST TR EXCHNG TRADED FD VI's ticker is UCON and the CUSIP is 33740F888. A total of 1 filers reported holding FIRST TR EXCHNG TRADED FD VI in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Tolleson Wealth Management, Inc. ownership history of FIRST TR EXCHNG TRADED FD VI
ValueSharesWeighting
Q3 2023$6,524
+24.7%
272,950
+26.1%
1.57%
+24.4%
Q2 2023$5,231
-15.7%
216,405
-15.6%
1.26%
-21.4%
Q1 2023$6,208
-54.6%
256,409
-54.8%
1.60%
-56.6%
Q4 2022$13,665
-99.9%
566,789
-14.8%
3.70%
-22.5%
Q3 2022$15,851,000
-9.3%
665,439
-6.7%
4.78%
-3.3%
Q2 2022$17,473,000
+949.4%
713,187
+993.8%
4.94%
+900.2%
Q1 2022$1,665,000
-37.2%
65,204
-35.1%
0.49%
-30.8%
Q4 2021$2,651,000100,5360.71%
Other shareholders
FIRST TR EXCHNG TRADED FD VI shareholders Q4 2023
NameSharesValueWeighting ↓
Northwest Capital Management Inc 341,381$8,779,0007.71%
CREATIVE FINANCIAL DESIGNS INC /ADV 324,721$8,350,0002.53%
WESPAC Advisors, LLC 79,800$2,052,0002.33%
Darwin Wealth Management, LLC 322,138$8,283,0002.11%
Elevated Capital Advisors, LLC 88,263$2,323,0001.09%
Atria Investments, Inc 416,844$10,719,0000.37%
Claro Advisors LLC 14,072$362,0000.25%
VIRIDIAN RIA, LLC 22,853$588,0000.21%
Prospera Financial Services Inc 61,422$1,579,0000.14%
M Holdings Securities, Inc. 29,426$757,0000.14%
View complete list of FIRST TR EXCHNG TRADED FD VI shareholders