FIRST TR EXCHANGE TRADED FD's ticker is FV and the CUSIP is 33738R605. A total of 287 filers reported holding FIRST TR EXCHANGE TRADED FD in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,740,392 | -1.4% | 117,703 | -1.5% | 1.57% | -3.9% |
| Q1 2024 | $6,838,127 | +10.7% | 119,485 | -0.3% | 1.64% | +1.7% |
| Q4 2023 | $6,177,804 | +13.4% | 119,841 | -2.6% | 1.61% | +1.0% |
| Q3 2023 | $5,448,014 | -6.7% | 122,980 | -1.2% | 1.59% | -3.5% |
| Q2 2023 | $5,837,152 | – | 124,433 | – | 1.65% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prospera Financial Services Inc | 1,245,353 | $26,939,000 | 6.00% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 491,117 | $10,613,000 | 4.55% |
| Simply Money Advisors | 1,327,773 | $28,693,000 | 4.37% |
| TOMPKINS FINANCIAL CORP | 563,195 | $12,170,000 | 3.85% |
| McKinley Carter Wealth Services, Inc. | 241,347 | $5,216,000 | 2.89% |
| Stratos Wealth Partners, LTD. | 1,371,595 | $29,640,000 | 2.54% |
| First Heartland Consultants, Inc. | 227,491 | $4,916,000 | 1.87% |
| SANDERS MORRIS HARRIS LLC | 351,145 | $7,588,000 | 1.31% |
| Allegis Investment Advisors, LLC | 97,562 | $2,108,000 | 1.21% |
| SMITH HAYES Advisers, Inc | 267,103 | $5,772,000 | 1.18% |