FIRST TR EXCHANGE TRADED FD's ticker is FVC and the CUSIP is 33738R878.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $282,056 | -6.7% | 8,997 | 0.0% | 0.03% | -22.9% |
Q2 2023 | $302,389 | +1.9% | 8,997 | 0.0% | 0.04% | 0.0% |
Q1 2023 | $296,721 | -5.8% | 8,997 | 0.0% | 0.04% | -16.7% |
Q4 2022 | $315,030 | +4.7% | 8,997 | 0.0% | 0.04% | -8.7% |
Q3 2022 | $301,000 | -1.3% | 8,997 | 0.0% | 0.05% | +2.2% |
Q2 2022 | $305,000 | -7.6% | 8,997 | 0.0% | 0.04% | +4.7% |
Q1 2022 | $330,000 | -2.9% | 8,997 | 0.0% | 0.04% | -4.4% |
Q4 2021 | $340,000 | +7.6% | 8,997 | 0.0% | 0.04% | -2.2% |
Q3 2021 | $316,000 | -3.1% | 8,997 | 0.0% | 0.05% | +15.0% |
Q2 2021 | $326,000 | +6.2% | 8,997 | 0.0% | 0.04% | -21.6% |
Q1 2021 | $307,000 | -2.5% | 8,997 | -11.4% | 0.05% | -22.7% |
Q4 2020 | $315,000 | – | 10,154 | – | 0.07% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
RiverTree Advisors, LLC | 227,931 | $7,981,004 | 6.55% |
Clarus Group, Inc. | 18,945 | $663,359 | 0.58% |
Claraphi Advisory Network, LLC | 30,698 | $1,074,890 | 0.43% |
PCG Wealth Advisors, LLC | 15,945 | $558,314 | 0.35% |
CREATIVE FINANCIAL DESIGNS INC /ADV | 62,279 | $2,180,699 | 0.32% |
Atria Investments, Inc | 416,763 | $14,592,993 | 0.30% |
Prospera Financial Services Inc | 132,189 | $4,628,598 | 0.23% |
SILVER OAK SECURITIES, Inc | 25,475 | $892 | 0.17% |
Keystone Financial Group | 18,888 | $661,346 | 0.13% |
CALTON & ASSOCIATES, INC. | 8,077 | $282,819 | 0.11% |