FIRST TR EXCH TRD ALPHDX FD's ticker is NFTY and the CUSIP is 33737J802.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,553,921 | +43.9% | 73,066 | +41.5% | 1.25% | +42.0% |
| Q2 2023 | $2,469,980 | +26.6% | 51,641 | +11.1% | 0.88% | +22.1% |
| Q1 2023 | $1,951,307 | +11.8% | 46,471 | +16.2% | 0.72% | +6.3% |
| Q4 2022 | $1,745,817 | -99.7% | 39,977 | +214.4% | 0.68% | +194.8% |
| Q3 2022 | $544,669,000 | – | 12,717 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Crumly & Associates Inc. | 188,746 | $9,180,605 | 3.61% |
| Archer Investment Corp | 73,066 | $3,553,921 | 1.25% |
| Purus Wealth Management, LLC | 28,479 | $1,385,220 | 0.94% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 14,774 | $718,607 | 0.67% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 47,863 | $2,328 | 0.09% |
| Kestra Advisory Services, LLC | 140,453 | $6,831,634 | 0.07% |
| FIRST TRUST ADVISORS LP | 971,883 | $47,272,389 | 0.06% |
| Transamerica Financial Advisors, Inc. | 7,227 | $352 | 0.05% |
| IHT Wealth Management, LLC | 8,715 | $423,894 | 0.02% |
| Sandy Spring Bank | 6,550 | $318,592 | 0.02% |