FIRST TR EXCHNG TRADED FD VI's ticker is BUFD and the CUSIP is 33740U703.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,496,128 | -25.4% | 70,406 | -24.4% | 0.14% | -39.1% |
| Q2 2023 | $2,005,913 | -14.5% | 93,125 | -18.9% | 0.23% | -16.5% |
| Q1 2023 | $2,344,792 | -23.7% | 114,772 | -26.5% | 0.28% | -31.4% |
| Q4 2022 | $3,071,726 | +27.9% | 156,163 | +24.3% | 0.41% | +11.8% |
| Q3 2022 | $2,401,000 | +27.5% | 125,618 | +30.3% | 0.36% | +30.0% |
| Q2 2022 | $1,883,000 | -81.7% | 96,379 | -80.1% | 0.28% | -79.2% |
| Q1 2022 | $10,284,000 | +4868.1% | 484,642 | +4746.4% | 1.35% | +5288.0% |
| Q2 2021 | $207,000 | – | 10,000 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GW HENSSLER & ASSOCIATES LTD | 3,899,796 | $79,672,833 | 5.29% |
| Santori & Peters, Inc. | 424,266 | $8,667,754 | 4.66% |
| Integrity Financial Corp /WA | 272,368 | $5,564,478 | 4.50% |
| Financial Strategies Group, Inc. | 485,864 | $9,926,208 | 3.82% |
| Scissortail Wealth Management, LLC | 153,218 | $3,130,244 | 2.82% |
| Walkner Condon Financial Advisors LLC | 466,325 | $9,527,020 | 2.67% |
| Madrona Financial Services, LLC | 187,662 | $3,833,935 | 2.06% |
| Catalyst Wealth Management, LLC | 94,632 | $1,933,332 | 1.81% |
| Legacy Financial Group LLC | 211,930 | $4,329,730 | 1.18% |
| Capital Asset Advisory Services LLC | 455,000 | $9,295,650 | 0.69% |