FIRST TR EXCHNG TRADED FD VI's ticker is DEED and the CUSIP is 33740U109.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $333,587 | -15.1% | 16,701 | -9.2% | 0.03% | -30.4% |
| Q2 2023 | $392,778 | -2.4% | 18,397 | -0.7% | 0.05% | -4.2% |
| Q1 2023 | $402,299 | +1.0% | 18,522 | -2.0% | 0.05% | -9.4% |
| Q4 2022 | $398,479 | +52.7% | 18,894 | +74.6% | 0.05% | +55.9% |
| Q1 2022 | $261,000 | -9.1% | 10,823 | -3.0% | 0.03% | -10.5% |
| Q4 2021 | $287,000 | -49.0% | 11,162 | -48.6% | 0.04% | -53.1% |
| Q3 2021 | $563,000 | -27.1% | 21,721 | -27.1% | 0.08% | -13.8% |
| Q2 2021 | $772,000 | – | 29,807 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sterling Manor Financial, LLC | 172,719 | $4,439,000 | 3.46% |
| Mattern Wealth Management LLC | 385,207 | $9,900,000 | 2.91% |
| Darwin Wealth Management, LLC | 646,787 | $16,351,000 | 2.58% |
| USAdvisors Wealth Management, LLC | 225,223 | $5,788,000 | 2.36% |
| PALLADIUM PARTNERS LLC | 1,261,347 | $32,417,000 | 1.32% |
| Gladstone Institutional Advisory LLC | 510,055 | $13,108 | 1.02% |
| CHIRON CAPITAL MANAGEMENT, LLC | 40,516 | $1,041,000 | 0.75% |
| Castleview Partners, LLC | 1,631,179 | $63,470,000 | 0.51% |
| RDA Financial Network | 42,896 | $1,102,000 | 0.45% |
| Cambridge Advisors Inc. | 72,583 | $1,865,000 | 0.42% |