FIRST TR EXCHNG TRADED FD VI's ticker is FIXD and the CUSIP is 33740F805. A total of 282 filers reported holding FIRST TR EXCHNG TRADED FD VI in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,273,639 | -4.5% | 30,285 | +0.3% | 0.12% | -2.4% |
Q2 2023 | $1,333,251 | +13.3% | 30,185 | +15.6% | 0.13% | +3.3% |
Q1 2023 | $1,176,486 | +11.0% | 26,109 | +8.2% | 0.12% | +7.0% |
Q4 2022 | $1,060,249 | +29.1% | 24,140 | +28.1% | 0.12% | +26.4% |
Q3 2022 | $821,000 | -9.0% | 18,849 | -3.1% | 0.09% | -3.2% |
Q2 2022 | $902,000 | -0.8% | 19,452 | +6.1% | 0.09% | +16.0% |
Q1 2022 | $909,000 | -2.5% | 18,328 | +4.7% | 0.08% | -1.2% |
Q4 2021 | $932,000 | -0.4% | 17,511 | -0.3% | 0.08% | -2.4% |
Q3 2021 | $936,000 | +7.6% | 17,556 | +8.7% | 0.08% | -32.8% |
Q2 2021 | $870,000 | +30.6% | 16,157 | +27.9% | 0.12% | +56.2% |
Q1 2021 | $666,000 | +18.1% | 12,631 | +22.5% | 0.08% | +8.1% |
Q4 2020 | $564,000 | – | 10,308 | – | 0.07% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Advance Capital Management, Inc. | 6,105,691 | $324,914,000 | 66.48% |
TUCKER ASSET MANAGEMENT LLC | 1,472,854 | $78,400,032 | 25.28% |
Kowal Investment Group, LLC | 999,162 | $53,170,000 | 15.79% |
LVZ, Inc. | 1,136,243 | $60,465,000 | 8.08% |
Seascape Capital Management | 314,064 | $16,713,000 | 7.84% |
FLYNN ZITO CAPITAL MANAGEMENT, LLC | 161,196 | $8,582,000 | 7.27% |
Sweet Financial Partners, LLC | 311,339 | $16,568,000 | 6.88% |
Eldridge Investment Advisors, Inc. | 376,598 | $20,041,000 | 6.62% |
Tower Wealth Partners, Inc. | 113,619 | $6,046,000 | 6.13% |
Bogart Wealth, LLC | 1,218,741 | $64,855,000 | 5.86% |