FIRST TR EXCHANGE-TRADED FD's ticker is TDIV and the CUSIP is 33738R118. A total of 246 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2023. The put-call ratio across all filers is 3.01 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,992 | +12.1% | 26,322 | +3.2% | 0.28% | +41.3% |
| Q1 2024 | $1,777 | +20.5% | 25,508 | +10.9% | 0.20% | +7.1% |
| Q4 2023 | $1,475 | +52.7% | 23,010 | +33.6% | 0.18% | -27.1% |
| Q3 2023 | $966 | +11.9% | 17,225 | +17.0% | 0.25% | -34.5% |
| Q2 2023 | $863 | +54.7% | 14,718 | +42.7% | 0.38% | +68.7% |
| Q1 2023 | $558 | -99.9% | 10,313 | -38.8% | 0.23% | -22.3% |
| Q3 2022 | $736,000 | – | 16,838 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cherry Creek Investment Advisors, Inc. | 152,903 | $11,568,626 | 6.04% |
| Concorde Asset Management, LLC | 123,502 | $9,344,153 | 5.76% |
| Private Wealth Group, LLC | 99,901 | $7,558,510 | 3.97% |
| Flaharty Asset Management, LLC | 309,280 | $23,400,126 | 3.46% |
| PURSUE WEALTH PARTNERS LLC | 75,084 | $5,680,855 | 3.10% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 47,127 | $3,671,649 | 2.87% |
| DEFINED WEALTH MANAGEMENT, LLC | 46,927 | $3,550,509 | 2.47% |
| Aprio Wealth Management, LLC | 173,407 | $13,119,975 | 2.39% |
| New England Private Wealth Advisors LLC | 151,588 | $11,469,121 | 2.00% |
| Ranch Capital Advisors Inc. | 45,165 | $3,417,209 | 1.79% |