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 210 filers reported holding FIRST TR EXCHNG TRADED FD VI in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Tolleson Wealth Management, Inc. ownership history of FIRST TR EXCHNG TRADED FD VI
ValueSharesWeighting
Q2 2024$13,040
-4.0%
533,334
-3.4%
2.57%
-3.2%
Q1 2024$13,580
-59.6%
552,026
-59.3%
2.66%
-61.6%
Q4 2023$33,585
+414.8%
1,357,527
+397.4%
6.92%
+340.8%
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 ↓
Pitti Group Wealth Management, LLC 416,949$10,645,00012.41%
RiverTree Advisors, LLC 407,266$10,398,0007.00%
JANICZEK WEALTH MANAGEMENT, LLC 681,308$17,394,0004.80%
Mattern Wealth Management LLC 485,457$12,394,0004.06%
Darwin Wealth Management, LLC 763,076$19,481,0003.20%
Braun-Bostich & Associates Inc. 54,605$1,394,0003.00%
Northwest Capital Management Inc 223,172$5,698,0002.68%
BlackDiamond Wealth Management, LLC 79,240$2,023,0002.42%
WESPAC Advisors, LLC 66,936$1,709,0001.85%
Triumph Capital Management 154,622$3,948,0001.71%
View complete list of FIRST TR EXCHNG TRADED FD VI shareholders