RDA Financial Network - FIRST TR EXCHNG TRADED FD VI ownership

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FIRST TR EXCHNG TRADED FD VI's ticker is FIXD and the CUSIP is 33740F805.

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Quarter-by-quarter ownership
RDA Financial Network ownership history of FIRST TR EXCHNG TRADED FD VI
ValueSharesWeighting
Q3 2023$1,820,588
-9.4%
43,291
-4.8%
0.79%
-6.7%
Q2 2023$2,008,916
+2.3%
45,481
+4.3%
0.84%
-5.7%
Q1 2023$1,964,029
+2.2%
43,587
-0.4%
0.90%
-7.3%
Q4 2022$1,922,149
-10.2%
43,765
-11.0%
0.97%
-17.3%
Q3 2022$2,141,000
-5.1%
49,170
+1.1%
1.17%
+2.7%
Q2 2022$2,255,000
-9.9%
48,621
-3.7%
1.14%
+7.7%
Q1 2022$2,504,000
-6.0%
50,504
+0.9%
1.06%
-2.7%
Q4 2021$2,663,000
-9.3%
50,045
-8.7%
1.09%
-16.0%
Q3 2021$2,935,000
+9.3%
54,804
+9.5%
1.29%
+9.0%
Q2 2021$2,685,000
+4.9%
50,071
+3.4%
1.19%
+8.0%
Q1 2021$2,559,000
+9.5%
48,433
+13.4%
1.10%
+4.3%
Q4 2020$2,337,000
+7.1%
42,694
+7.6%
1.05%
+6.5%
Q3 2020$2,183,000
+102.7%
39,677
+101.8%
0.99%
+84.2%
Q2 2020$1,077,000
+56.5%
19,659
+50.5%
0.54%
+29.4%
Q1 2020$688,000
+19.2%
13,062
+19.1%
0.42%
+76.6%
Q4 2019$577,000
+35.4%
10,970
+35.4%
0.24%
+29.1%
Q3 2019$426,000
-3.2%
8,103
-4.6%
0.18%
-8.1%
Q2 2019$440,000
+2.6%
8,498
-0.2%
0.20%
-2.5%
Q1 2019$429,000–8,518–0.20%–
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Other shareholders
FIRST TR EXCHNG TRADED FD VI shareholders Q4 2023
NameSharesValueWeighting ↓
Advance Capital Management, Inc. 6,105,691$324,914,00066.48%
TUCKER ASSET MANAGEMENT LLC 1,472,854$78,400,03225.28%
Kowal Investment Group, LLC 999,162$53,170,00015.79%
LVZ, Inc. 1,136,243$60,465,0008.08%
Seascape Capital Management 314,064$16,713,0007.84%
FLYNN ZITO CAPITAL MANAGEMENT, LLC 161,196$8,582,0007.27%
Sweet Financial Partners, LLC 311,339$16,568,0006.88%
Eldridge Investment Advisors, Inc. 376,598$20,041,0006.62%
Tower Wealth Partners, Inc. 113,619$6,046,0006.13%
Bogart Wealth, LLC 1,218,741$64,855,0005.86%
View complete list of FIRST TR EXCHNG TRADED FD VI shareholders