Waterfront Wealth Inc. - FIRST TR EXCHANGE TRADED FD ownership

FIRST TR EXCHANGE TRADED FD's ticker is FV and the CUSIP is 33738R605. A total of 186 filers reported holding FIRST TR EXCHANGE TRADED FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Waterfront Wealth Inc. ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q3 2023$1,409,408
-9.2%
33,135
+2.7%
0.46%0.0%
Q2 2023$1,552,909
+13.5%
32,278
+6.3%
0.46%
+3.1%
Q1 2023$1,368,362
-5.9%
30,354
+1.5%
0.45%
-10.4%
Q4 2022$1,453,614
+1.3%
29,904
-1.0%
0.50%
-8.6%
Q3 2022$1,435,000
+21.2%
30,216
+5.7%
0.55%
+14.2%
Q2 2022$1,184,000
+7.3%
28,596
+22.4%
0.48%
+22.6%
Q1 2022$1,103,000
-1.6%
23,356
+2.4%
0.39%
-12.2%
Q4 2021$1,121,000
+10.0%
22,806
+2.4%
0.44%
-9.8%
Q3 2021$1,019,000
-1.9%
22,261
+1.5%
0.49%
+0.2%
Q2 2021$1,039,000
+1.6%
21,939
-2.7%
0.49%
-4.7%
Q1 2021$1,023,000
+11.8%
22,549
-0.2%
0.52%
-20.5%
Q4 2020$915,00022,5990.65%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q3 2021
NameSharesValueWeighting ↓
Madrona Financial Services, LLC 431,645$19,121,8858.73%
HFG Advisors, Inc. 149,359$6,616,6197.24%
QP WEALTH MANAGEMENT, LLC 68,744$3,045,3595.31%
Concentrum Wealth Management 141,742$6,279,1913.80%
DB Wealth Management Group, LLC 130,609$5,785,9753.65%
MinichMacGregor Wealth Management, LLC 245,800$10,888,9833.61%
UNIONVIEW, LLC 82,490$3,654,3213.45%
Secure Asset Management, LLC 248,006$10,986,6673.29%
Prospera Financial Services Inc 1,693,563$75,028,1532.90%
Strid Group, LLC 283,713$12,568,4862.63%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders