FIRST TR EXCHANGE-TRADED FD's ticker is LGOV and the CUSIP is 33738D606. A total of 21 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,130,921 | -38.0% | 105,075 | -32.0% | 0.08% | -43.0% |
| Q2 2023 | $3,438,226 | -1.8% | 154,527 | +0.7% | 0.14% | -8.2% |
| Q1 2023 | $3,502,335 | +11.5% | 153,527 | +7.0% | 0.15% | +8.1% |
| Q4 2022 | $3,140,980 | +3.8% | 143,522 | +5.2% | 0.14% | -5.6% |
| Q3 2022 | $3,026,000 | +14.9% | 136,438 | +23.3% | 0.14% | +14.3% |
| Q2 2022 | $2,634,000 | -0.3% | 110,697 | +16.3% | 0.13% | +14.5% |
| Q4 2021 | $2,643,000 | +3.4% | 95,216 | +2.7% | 0.11% | -9.1% |
| Q3 2021 | $2,557,000 | +24.7% | 92,706 | +26.1% | 0.12% | +19.8% |
| Q2 2021 | $2,050,000 | +45.9% | 73,510 | +41.2% | 0.10% | +26.2% |
| Q1 2021 | $1,405,000 | +45.4% | 52,070 | +56.6% | 0.08% | +14.3% |
| Q4 2020 | $966,000 | +140.9% | 33,250 | +146.2% | 0.07% | +94.4% |
| Q3 2020 | $401,000 | +75.1% | 13,506 | +76.7% | 0.04% | +56.5% |
| Q2 2020 | $229,000 | – | 7,642 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marshall Financial Group LLC | 485,185 | $9,839,546 | 3.55% |
| Holistic Financial Partners | 252,920 | $5,129,223 | 3.40% |
| Midwest Financial Group LLC | 102,930 | $2,087,000 | 1.77% |
| Gladstone Institutional Advisory LLC | 1,101,805 | $22,344,606 | 1.45% |
| GDS Wealth Management | 425,371 | $8,626,524 | 1.36% |
| First Heartland Consultants, Inc. | 286,710 | $5,814 | 0.73% |
| IAMS WEALTH MANAGEMENT, LLC | 39,101 | $792,968 | 0.55% |
| Investors Research Corp | 68,841 | $1,396,095 | 0.36% |
| Visionary Wealth Advisors | 143,831 | $2,916,893 | 0.24% |
| STEPHENS INC /AR/ | 565,460 | $11,467,532 | 0.22% |