FIRST TR EXCHNG TRADED FD VI's ticker is BUFD and the CUSIP is 33740U703.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,042,562 | -91.2% | 48,559 | -91.2% | 0.33% | -91.3% |
| Q2 2023 | $11,862,208 | +19.5% | 550,706 | +13.3% | 3.80% | -0.7% |
| Q1 2023 | $9,926,208 | +6.3% | 485,864 | +2.3% | 3.82% | -1.5% |
| Q4 2022 | $9,339,725 | +2.8% | 474,821 | -0.1% | 3.88% | -5.8% |
| Q3 2022 | $9,086,000 | -7.5% | 475,454 | -5.5% | 4.12% | +0.0% |
| Q2 2022 | $9,828,000 | – | 502,943 | – | 4.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prostatis Group LLC | 216,041 | $4,584,390 | 3.68% |
| Integrity Financial Corp /WA | 194,738 | $4,132,000 | 3.39% |
| Walkner Condon Financial Advisors LLC | 477,901 | $10,141,000,000 | 2.88% |
| Trinity Wealth Management, LLC | 188,350 | $3,997,000 | 2.81% |
| Legacy Financial Group LLC | 419,132 | $8,894,000 | 2.61% |
| Madrona Financial Services, LLC | 146,115 | $3,096,000 | 1.52% |
| Arkadios Wealth Advisors | 484,642 | $10,284,000 | 1.35% |
| ARQ WEALTH ADVISORS, LLC | 46,608 | $989,000 | 0.67% |
| Financial Partners Group, Inc | 115,287 | $2,446,000 | 0.53% |
| Cherry Creek Investment Advisors, Inc. | 37,464 | $795,000 | 0.52% |