FIRST TR EXCHANGE-TRADED FD's ticker is TDIV and the CUSIP is 33738R118. A total of 142 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,061,399 | +17.3% | 14,029 | +8.0% | 0.41% | +16.4% |
| Q1 2024 | $905,080 | +14.9% | 12,991 | +5.7% | 0.35% | +6.9% |
| Q4 2023 | $787,898 | +17.5% | 12,294 | +2.8% | 0.33% | +5.1% |
| Q3 2023 | $670,606 | +0.1% | 11,956 | +4.6% | 0.32% | +3.3% |
| Q2 2023 | $670,243 | +6.0% | 11,426 | -2.2% | 0.30% | -0.3% |
| Q1 2023 | $632,161 | +13.3% | 11,687 | +0.1% | 0.31% | +7.0% |
| Q4 2022 | $558,127 | +9.2% | 11,681 | -0.1% | 0.29% | +0.4% |
| Q3 2022 | $511,000 | -13.2% | 11,696 | -0.4% | 0.28% | -9.2% |
| Q2 2022 | $589,000 | -15.5% | 11,739 | -0.7% | 0.31% | -1.9% |
| Q1 2022 | $697,000 | -6.1% | 11,820 | +0.1% | 0.32% | -0.9% |
| Q4 2021 | $742,000 | +8.3% | 11,804 | -2.7% | 0.32% | -2.7% |
| Q3 2021 | $685,000 | +0.9% | 12,130 | +2.3% | 0.33% | +1.2% |
| Q2 2021 | $679,000 | +5.9% | 11,854 | -0.2% | 0.33% | -0.9% |
| Q1 2021 | $641,000 | +9.2% | 11,874 | 0.0% | 0.33% | +7.5% |
| Q4 2020 | $587,000 | +10.3% | 11,874 | -2.4% | 0.31% | +0.3% |
| Q3 2020 | $532,000 | +2.3% | 12,163 | -2.5% | 0.31% | -9.2% |
| Q2 2020 | $520,000 | +20.1% | 12,474 | +1.9% | 0.34% | -1.5% |
| Q1 2020 | $433,000 | -17.5% | 12,246 | +0.5% | 0.34% | +15.9% |
| Q4 2019 | $525,000 | +7.1% | 12,180 | -0.4% | 0.30% | -8.6% |
| Q3 2019 | $490,000 | +2.3% | 12,230 | -0.5% | 0.32% | -0.9% |
| Q2 2019 | $479,000 | +1.5% | 12,286 | -0.4% | 0.33% | -3.8% |
| Q1 2019 | $472,000 | +12.4% | 12,339 | -2.8% | 0.34% | -3.4% |
| Q4 2018 | $420,000 | – | 12,688 | – | 0.35% | – |
Download | ||||||
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% |