FIRST TR EXCHANGE-TRADED FD's ticker is TDIV and the CUSIP is 33738R118. A total of 3 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $267,797 | -4.3% | 4,774 | +0.0% | 0.02% | -24.2% |
| Q2 2023 | $279,918 | +9.1% | 4,772 | +0.6% | 0.03% | +6.5% |
| Q1 2023 | $256,494 | -22.4% | 4,742 | -31.5% | 0.03% | -29.5% |
| Q4 2022 | $330,664 | +16.4% | 6,921 | +6.5% | 0.04% | +2.3% |
| Q3 2022 | $284,000 | -41.0% | 6,500 | -32.2% | 0.04% | -40.3% |
| Q2 2022 | $481,000 | -36.9% | 9,584 | -25.9% | 0.07% | -28.0% |
| Q1 2022 | $762,000 | -1.2% | 12,930 | +5.3% | 0.10% | -2.0% |
| Q4 2021 | $771,000 | +576.3% | 12,275 | +506.8% | 0.10% | +537.5% |
| Q3 2021 | $114,000 | -83.5% | 2,023 | -83.2% | 0.02% | -81.0% |
| Q2 2021 | $690,000 | +29.2% | 12,041 | +21.7% | 0.08% | -4.5% |
| Q1 2021 | $534,000 | +9.4% | 9,895 | +0.3% | 0.09% | -13.7% |
| Q4 2020 | $488,000 | – | 9,865 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cherry Creek Investment Advisors, Inc. | 162,748 | $9,329,000 | 6.13% |
| Private Wealth Group, LLC | 151,619 | $8,691,000 | 5.75% |
| Flaharty Asset Management, LLC | 289,868 | $16,615,000 | 3.55% |
| DEFINED WEALTH MANAGEMENT, LLC | 60,655 | $3,477,000 | 3.09% |
| Milestone Advisory Partners | 81,699 | $4,683,000 | 2.47% |
| Ballew Advisors, Inc | 35,793 | $2,062,000 | 1.43% |
| Ranch Capital Advisors Inc. | 35,549 | $2,037,000 | 1.22% |
| Harvest Investment Services, LLC | 48,591 | $2,785,000 | 1.17% |
| Cardan Capital Partners, LLC | 170,750 | $9,787,000 | 1.09% |
| Barber Financial Group, Inc. | 134,684 | $7,720,000 | 1.05% |