SkyOak Wealth, LLC - FIRST TR EXCHANGE-TRADED FD ownership

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FIRST TR EXCHANGE-TRADED FD's ticker is FCVT and the CUSIP is 33739Q507. A total of 68 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

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Quarter-by-quarter ownership
SkyOak Wealth, LLC ownership history of FIRST TR EXCHANGE-TRADED FD
ValueSharesWeighting
Q3 2023$398,193
-10.2%
12,816
-5.6%
0.12%
-7.2%
Q2 2023$443,392
+2.4%
13,5760.0%0.12%
-5.3%
Q1 2023$433,210
-2.7%
13,576
-3.3%
0.13%
-12.0%
Q4 2022$445,118
+1.6%
14,0460.0%0.15%
-4.5%
Q3 2022$438,000
-1.4%
14,0460.0%0.16%
+3.3%
Q2 2022$444,000
-18.4%
14,0460.0%0.15%
+0.7%
Q1 2022$544,000
-6.5%
14,0460.0%0.15%
+2.0%
Q4 2021$582,000
-18.4%
14,046
+0.1%
0.15%
-22.9%
Q3 2021$713,000
-1.5%
14,0350.0%0.19%
-1.0%
Q2 2021$724,000
-1.6%
14,0350.0%0.19%
-5.4%
Q1 2021$736,000
+5.6%
14,035
-1.4%
0.20%
-5.5%
Q4 2020$697,000
+21.4%
14,2350.0%0.22%
+5.3%
Q3 2020$574,000
+13.7%
14,2350.0%0.21%
+10.8%
Q2 2020$505,000
+24.1%
14,2350.0%0.19%
-10.6%
Q1 2020$407,000
-15.6%
14,235
-2.3%
0.21%
+39.6%
Q4 2019$482,000–14,575–0.15%–
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Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q2 2022
NameSharesValueWeighting ↓
American Financial Advisors, LLC 370,944$18,837,0002.52%
Csenge Advisory Group 202,960$10,390,0000.88%
Synergy Asset Management, LLC 73,957$3,755,0000.87%
Concentrum Wealth Management 17,939$911,0000.57%
Gladstone Institutional Advisory LLC 93,021$4,7240.46%
Private Advisory Group LLC 27,528$1,398,0000.34%
Castle Rock Wealth Management, LLC 17,673$952,0000.33%
Wealth Enhancement & Preservation of GA, LLC 7,130$362,0000.28%
SkyOak Wealth, LLC 14,035$713,0000.19%
Acorn Wealth Advisors, LLC 5,326$270,0000.19%
View complete list of FIRST TR EXCHANGE-TRADED FD shareholders