FIRST TR EXCHANGE-TRADED FD's ticker is TDIV and the CUSIP is 33738R118. A total of 215 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $277,637 | -4.2% | 4,950 | +0.2% | 0.07% | +3.1% |
| Q2 2023 | $289,802 | +8.5% | 4,940 | 0.0% | 0.06% | +1.6% |
| Q1 2023 | $267,178 | +13.0% | 4,940 | -0.1% | 0.06% | +10.3% |
| Q4 2022 | $236,342 | +12.0% | 4,946 | +2.5% | 0.06% | +5.5% |
| Q3 2022 | $211,000 | -9.1% | 4,826 | +22.7% | 0.06% | +41.0% |
| Q1 2022 | $232,000 | +5.0% | 3,932 | +0.5% | 0.04% | -2.5% |
| Q3 2021 | $221,000 | -1.3% | 3,913 | +0.2% | 0.04% | -4.8% |
| Q2 2021 | $224,000 | +6.7% | 3,906 | +0.4% | 0.04% | -4.5% |
| Q1 2021 | $210,000 | +9.4% | 3,892 | +0.4% | 0.04% | +2.3% |
| Q4 2020 | $192,000 | +17.1% | 3,878 | +3.4% | 0.04% | +2.4% |
| Q3 2020 | $164,000 | +40.2% | 3,752 | +32.8% | 0.04% | -4.5% |
| Q2 2020 | $117,000 | +17.0% | 2,826 | +0.3% | 0.04% | 0.0% |
| Q1 2020 | $100,000 | +40.8% | 2,818 | +70.1% | 0.04% | +57.1% |
| Q4 2019 | $71,000 | – | 1,657 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 1,741,046 | $46,886,000 | 19.07% |
| BRINKER CAPITAL INC | 825,537 | $22,232,000 | 1.97% |
| NewEdge Advisors, LLC | 61,788 | $1,664,000 | 1.18% |
| Regal Investment Advisors LLC | 117,064 | $3,153,000 | 0.78% |
| First Heartland Consultants, Inc. | 45,321 | $1,220,000 | 0.46% |
| Baker Avenue Asset Management, LP | 121,909 | $3,283,000 | 0.44% |
| Koshinski Asset Management, Inc. | 23,647 | $637,000 | 0.41% |
| BSW Wealth Partners | 21,196 | $571,000 | 0.36% |
| Brinker Capital Investments, LLC | 341,099 | $9,186,000 | 0.35% |
| BKS ADVISORS, LLC | 20,026 | $539,000 | 0.26% |