FIRST TR EXCHNG TRADED FD VI's ticker is FIXD and the CUSIP is 33740F805. A total of 307 filers reported holding FIRST TR EXCHNG TRADED FD VI in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $524,165 | -8.3% | 12,464 | -3.7% | 0.09% | -7.1% |
| Q2 2023 | $571,829 | +27.4% | 12,946 | +29.9% | 0.10% | +16.5% |
| Q1 2023 | $448,933 | +3.3% | 9,963 | +0.7% | 0.08% | -10.5% |
| Q4 2022 | $434,501 | -4.5% | 9,893 | -5.4% | 0.10% | -5.0% |
| Q3 2022 | $455,000 | -72.4% | 10,461 | -70.6% | 0.10% | -71.1% |
| Q2 2022 | $1,650,000 | -31.5% | 35,577 | -26.7% | 0.35% | -8.5% |
| Q1 2022 | $2,408,000 | +7.6% | 48,558 | +15.5% | 0.38% | +12.5% |
| Q4 2021 | $2,237,000 | +18.4% | 42,038 | +19.1% | 0.34% | +10.5% |
| Q3 2021 | $1,890,000 | +19.2% | 35,298 | +19.5% | 0.30% | +24.1% |
| Q2 2021 | $1,585,000 | +6.7% | 29,547 | +8.8% | 0.24% | -14.6% |
| Q4 2020 | $1,486,000 | – | 27,152 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Advance Capital Management, Inc. | 5,996,943 | $297,328,000 | 36.14% |
| TUCKER ASSET MANAGEMENT LLC | 1,731,755 | $85,860,387 | 26.82% |
| Kowal Investment Group, LLC | 1,000,569 | $49,608,000 | 15.14% |
| LVZ, Inc. | 1,170,197 | $58,018,000 | 8.07% |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 171,881 | $8,522,000 | 7.24% |
| Seascape Capital Management | 268,071 | $13,291,000 | 6.89% |
| Tower Wealth Partners, Inc. | 115,164 | $5,710,000 | 6.20% |
| Peterson Wealth Advisors, LLC | 412,278 | $20,441,000 | 6.05% |
| Landmark Wealth Management, LLC | 337,154 | $176,935,000 | 5.93% |
| Eldridge Investment Advisors, Inc. | 343,084 | $17,010,000 | 5.75% |