FIRST TR EXCHANGE-TRADED FD's ticker is TDIV and the CUSIP is 33738R118. A total of 225 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $237,724 | +26.8% | 3,142 | +16.7% | 0.06% | +18.8% |
| Q1 2024 | $187,552 | +8.7% | 2,692 | 0.0% | 0.05% | +2.1% |
| Q4 2023 | $172,530 | +14.3% | 2,692 | 0.0% | 0.05% | -7.8% |
| Q3 2023 | $150,994 | -4.4% | 2,692 | 0.0% | 0.05% | -1.9% |
| Q2 2023 | $157,913 | +26.9% | 2,692 | +17.0% | 0.05% | +15.6% |
| Q1 2023 | $124,407 | +38.9% | 2,300 | +12.2% | 0.04% | +7.1% |
| Q4 2022 | $89,585 | -0.5% | 2,050 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $90,000 | -11.8% | 2,050 | 0.0% | 0.04% | -23.6% |
| Q2 2022 | $102,000 | -8.9% | 2,050 | +7.9% | 0.06% | -1.8% |
| Q1 2022 | $112,000 | -5.9% | 1,900 | 0.0% | 0.06% | -6.7% |
| Q4 2021 | $119,000 | +11.2% | 1,900 | 0.0% | 0.06% | -1.6% |
| Q3 2021 | $107,000 | -2.7% | 1,900 | 0.0% | 0.06% | 0.0% |
| Q2 2021 | $110,000 | +6.8% | 1,900 | 0.0% | 0.06% | -10.3% |
| Q1 2021 | $103,000 | +9.6% | 1,900 | 0.0% | 0.07% | -2.9% |
| Q4 2020 | $94,000 | – | 1,900 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cherry Creek Investment Advisors, Inc. | 152,903 | $11,568,626 | 6.04% |
| Concorde Asset Management, LLC | 123,502 | $9,344,153 | 5.76% |
| Private Wealth Group, LLC | 99,901 | $7,558,510 | 3.97% |
| Flaharty Asset Management, LLC | 309,280 | $23,400,126 | 3.46% |
| PURSUE WEALTH PARTNERS LLC | 75,084 | $5,680,855 | 3.10% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 47,127 | $3,671,649 | 2.87% |
| DEFINED WEALTH MANAGEMENT, LLC | 46,927 | $3,550,509 | 2.47% |
| Aprio Wealth Management, LLC | 173,407 | $13,119,975 | 2.39% |
| New England Private Wealth Advisors LLC | 151,588 | $11,469,121 | 2.00% |
| Ranch Capital Advisors Inc. | 45,165 | $3,417,209 | 1.79% |