FIRST TR EXCHNG TRADED FD VI's ticker is FIXD and the CUSIP is 33740F805.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,217,649 | +25.2% | 28,954 | +31.5% | 0.51% | +28.8% |
Q2 2023 | $972,605 | +55.6% | 22,020 | +58.8% | 0.40% | +52.3% |
Q1 2023 | $624,932 | +19.0% | 13,869 | +16.0% | 0.26% | +13.9% |
Q4 2022 | $525,050 | -2.9% | 11,955 | -3.9% | 0.23% | -10.2% |
Q3 2022 | $541,000 | +5.5% | 12,437 | +12.4% | 0.26% | +7.1% |
Q2 2022 | $513,000 | +17.9% | 11,061 | +35.3% | 0.24% | +22.6% |
Q1 2022 | $435,000 | 0.0% | 8,173 | 0.0% | 0.20% | 0.0% |
Q4 2021 | $435,000 | – | 8,173 | – | 0.20% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TUCKER ASSET MANAGEMENT LLC | 1,313,932 | $70,163,989 | 25.30% |
Kowal Investment Group, LLC | 953,416 | $51,055,000 | 16.15% |
TMD Wealth Management, LLC | 429,126 | $22,980,000 | 9.62% |
Seascape Capital Management | 312,626 | $16,741,000 | 8.58% |
LVZ, Inc. | 1,106,389 | $59,247,000 | 8.48% |
Tower Wealth Partners, Inc. | 133,373 | $7,142,000 | 7.53% |
Eldridge Investment Advisors, Inc. | 393,199 | $21,056,000 | 7.50% |
Bogart Wealth, LLC | 1,184,158 | $63,412,000 | 6.46% |
Allen Capital Group, LLC | 560,312 | $30,005,000 | 6.02% |
Atlas Private Wealth Management, LLC | 170,894 | $9,151,000 | 5.60% |