FIRST TR EXCHANGE-TRADED FD's ticker is TDIV and the CUSIP is 33738R118. A total of 244 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,337,399 | +2.4% | 23,844 | +7.1% | 0.05% | -5.9% |
| Q2 2023 | $1,306,288 | +11.3% | 22,269 | +2.6% | 0.05% | +4.1% |
| Q1 2023 | $1,173,796 | +14.2% | 21,701 | +0.9% | 0.05% | +8.9% |
| Q4 2022 | $1,027,499 | +11.4% | 21,505 | +1.9% | 0.04% | +2.3% |
| Q3 2022 | $922,000 | -7.2% | 21,097 | +6.5% | 0.04% | -8.3% |
| Q2 2022 | $994,000 | -19.6% | 19,808 | +0.7% | 0.05% | -5.9% |
| Q4 2021 | $1,236,000 | -32.2% | 19,674 | -39.0% | 0.05% | -40.7% |
| Q3 2021 | $1,822,000 | +76.2% | 32,265 | +78.4% | 0.09% | +68.6% |
| Q2 2021 | $1,034,000 | +8.3% | 18,084 | +3.7% | 0.05% | -5.6% |
| Q1 2021 | $955,000 | +17.9% | 17,446 | +6.5% | 0.05% | -8.5% |
| Q4 2020 | $810,000 | +31.9% | 16,379 | +16.8% | 0.06% | +7.3% |
| Q3 2020 | $614,000 | +22.6% | 14,025 | +16.7% | 0.06% | +10.0% |
| Q2 2020 | $501,000 | +52.3% | 12,019 | +29.3% | 0.05% | +13.6% |
| Q1 2020 | $329,000 | – | 9,295 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 1,741,046 | $46,886,000 | 19.07% |
| BRINKER CAPITAL INC | 825,537 | $22,232,000 | 1.97% |
| NewEdge Advisors, LLC | 61,788 | $1,664,000 | 1.18% |
| Regal Investment Advisors LLC | 117,064 | $3,153,000 | 0.78% |
| First Heartland Consultants, Inc. | 45,321 | $1,220,000 | 0.46% |
| Baker Avenue Asset Management, LP | 121,909 | $3,283,000 | 0.44% |
| Koshinski Asset Management, Inc. | 23,647 | $637,000 | 0.41% |
| BSW Wealth Partners | 21,196 | $571,000 | 0.36% |
| Brinker Capital Investments, LLC | 341,099 | $9,186,000 | 0.35% |
| BKS ADVISORS, LLC | 20,026 | $539,000 | 0.26% |