Capital Planning LLC - FIRST TR EXCHNG TRADED FD VI ownership

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
Capital Planning LLC ownership history of FIRST TR EXCHNG TRADED FD VI
ValueSharesWeighting
Q3 2023$4,800,031
-4.4%
114,137
+0.4%
1.89%
-3.4%
Q2 2023$5,023,145
-4.1%
113,723
-2.2%
1.96%
-9.6%
Q1 2023$5,239,487
+4.2%
116,278
+1.6%
2.17%
-3.1%
Q4 2022$5,027,830
-13.8%
114,477
-14.6%
2.24%
-32.4%
Q3 2022$5,835,000
+76.2%
134,007
+87.7%
3.31%
+85.0%
Q2 2022$3,311,000
-67.5%
71,400
-65.2%
1.79%
-54.9%
Q1 2022$10,180,000
-2.6%
205,327
+4.5%
3.96%
+2.5%
Q4 2021$10,454,000
-1.1%
196,449
-0.5%
3.87%
-10.3%
Q3 2021$10,568,000
+1.0%
197,348
+1.1%
4.31%
-3.0%
Q2 2021$10,466,000
-16.5%
195,134
-17.8%
4.45%
-19.6%
Q1 2021$12,538,000
-0.3%
237,324
+3.2%
5.53%
-6.1%
Q4 2020$12,580,000229,8555.89%
Other shareholders
FIRST TR EXCHNG TRADED FD VI shareholders Q3 2023
NameSharesValueWeighting ↓
Advance Capital Management, Inc. 6,105,691$324,914,00066.48%
TUCKER ASSET MANAGEMENT LLC 1,472,854$78,400,03225.28%
Kowal Investment Group, LLC 999,162$53,170,00015.79%
LVZ, Inc. 1,136,243$60,465,0008.08%
Seascape Capital Management 314,064$16,713,0007.84%
FLYNN ZITO CAPITAL MANAGEMENT, LLC 161,196$8,582,0007.27%
Sweet Financial Partners, LLC 311,339$16,568,0006.88%
Eldridge Investment Advisors, Inc. 376,598$20,041,0006.62%
Tower Wealth Partners, Inc. 113,619$6,046,0006.13%
Bogart Wealth, LLC 1,218,741$64,855,0005.86%
View complete list of FIRST TR EXCHNG TRADED FD VI shareholders