Cascadia Advisory Services, LLC - FIRST TR EXCHNG TRADED FD VI ownership

FIRST TR EXCHNG TRADED FD VI's ticker is DFEB and the CUSIP is 33740F771. A total of 92 filers reported holding FIRST TR EXCHNG TRADED FD VI in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Cascadia Advisory Services, LLC ownership history of FIRST TR EXCHNG TRADED FD VI
ValueSharesWeighting
Q3 2021$3,702,000
+141.3%
108,087
+141.1%
0.75%
+126.9%
Q2 2021$1,534,000
-13.8%
44,824
-16.4%
0.33%
-16.0%
Q1 2021$1,780,000
-21.9%
53,644
-27.2%
0.39%
-38.2%
Q3 2020$2,279,000
-1.5%
73,700
-4.9%
0.64%
-9.9%
Q2 2020$2,314,00077,5050.71%
Other shareholders
FIRST TR EXCHNG TRADED FD VI shareholders Q2 2024
NameSharesValueWeighting ↓
Grant Street Asset Management, Inc. 1,040,536$31,073,00018.43%
Walkner Condon Financial Advisors LLC 327,013$9,765,0008.60%
Valtinson Bruner Financial Planning LLC 324,065$9,988,0007.10%
ERn Financial, LLC 271,116$8,096,0004.10%
American Portfolios Advisors 1,747,506$52,184,7233.40%
ASSET MANAGEMENT CORP /IL/ /ADV 99,631$2,975,0001.90%
WealthPLAN Partners, LLC 540,795$16,738,0001.73%
First Heartland Consultants, Inc. 218,803$6,534,0001.29%
Cascadia Advisory Services, LLC 77,505$2,314,0000.71%
Legacy Private Trust Co. 178,620$5,334,0000.59%
View complete list of FIRST TR EXCHNG TRADED FD VI shareholders