FIRST TR EXCHANGE TRADED FD's ticker is MDIV and the CUSIP is 33738R100.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,458 | +0.2% | 648 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $9,435 | -0.7% | 648 | 0.0% | 0.00% | -25.0% |
| Q1 2023 | $9,499 | -2.1% | 648 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $9,701 | -99.9% | 648 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $9,357,000 | -4.8% | 648 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $9,830,000 | -9.3% | 648 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $10,841,000 | +0.8% | 648 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $10,754,000 | +1.2% | 648 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $10,627,000 | +1.5% | 648 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $10,465,000 | +7.5% | 648 | 0.0% | 0.00% | -20.0% |
| Q4 2020 | $9,739,000 | +11.7% | 648 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $8,716,000 | -1.7% | 648 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $8,871,000 | +110787.5% | 648 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $8,000 | -33.3% | 648 | 0.0% | 0.01% | -16.7% |
| Q4 2019 | $12,000 | 0.0% | 648 | 0.0% | 0.01% | -14.3% |
| Q3 2019 | $12,000 | 0.0% | 648 | 0.0% | 0.01% | -12.5% |
| Q2 2019 | $12,000 | 0.0% | 648 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $12,000 | – | 648 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Flaharty Asset Management, LLC | 709,721 | $10,667,000 | 2.66% |
| Elevated Capital Advisors, LLC | 350,645 | $5,270,000 | 2.28% |
| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 1,467,080 | $22,051,000 | 2.00% |
| Harvest Investment Services, LLC | 141,491 | $2,126,000 | 1.09% |
| Beacon Financial Advisory LLC | 74,559 | $1,120,000 | 0.73% |
| Hardy Reed LLC | 220,345 | $3,312,000 | 0.69% |
| Capital Investment Advisory Services, LLC | 204,114 | $3,068,000 | 0.46% |
| Kowal Investment Group, LLC | 41,825 | $641,000 | 0.30% |
| Titus Wealth Management | 27,100 | $407,000 | 0.25% |
| Renasant Bank | 15,963 | $240,000 | 0.20% |