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 ↓ |
|---|---|---|---|
| GW HENSSLER & ASSOCIATES LTD | 3,899,796 | $79,672,833 | 5.29% |
| Santori & Peters, Inc. | 424,266 | $8,667,754 | 4.66% |
| Integrity Financial Corp /WA | 272,368 | $5,564,478 | 4.50% |
| Financial Strategies Group, Inc. | 485,864 | $9,926,208 | 3.82% |
| Scissortail Wealth Management, LLC | 153,218 | $3,130,244 | 2.82% |
| Walkner Condon Financial Advisors LLC | 466,325 | $9,527,020 | 2.67% |
| Madrona Financial Services, LLC | 187,662 | $3,833,935 | 2.06% |
| Catalyst Wealth Management, LLC | 94,632 | $1,933,332 | 1.81% |
| Legacy Financial Group LLC | 211,930 | $4,329,730 | 1.18% |
| Capital Asset Advisory Services LLC | 455,000 | $9,295,650 | 0.69% |