FIRST TR EXCHANGE-TRADED FD's ticker is TDIV and the CUSIP is 33738R118. A total of 177 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,108,899 | -4.0% | 19,770 | +0.4% | 0.56% | -0.7% |
| Q2 2023 | $1,154,839 | +9.2% | 19,687 | +0.7% | 0.56% | +3.9% |
| Q1 2023 | $1,057,514 | +22.9% | 19,551 | +8.6% | 0.54% | +21.5% |
| Q4 2022 | $860,422 | +8.6% | 18,008 | -0.7% | 0.45% | -0.7% |
| Q3 2022 | $792,000 | +14.9% | 18,135 | +30.8% | 0.45% | +21.0% |
| Q2 2022 | $689,000 | -15.7% | 13,865 | 0.0% | 0.37% | -5.8% |
| Q1 2022 | $817,000 | -6.2% | 13,865 | 0.0% | 0.40% | -4.6% |
| Q4 2021 | $871,000 | +11.2% | 13,865 | 0.0% | 0.41% | -2.6% |
| Q3 2021 | $783,000 | -1.5% | 13,865 | 0.0% | 0.42% | +2.2% |
| Q2 2021 | $795,000 | +6.1% | 13,865 | 0.0% | 0.42% | -1.4% |
| Q1 2021 | $749,000 | +9.2% | 13,865 | 0.0% | 0.42% | -0.5% |
| Q4 2020 | $686,000 | – | 13,865 | – | 0.42% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cherry Creek Investment Advisors, Inc. | 160,550 | $9,463,000 | 6.23% |
| Private Wealth Group, LLC | 112,498 | $6,631,000 | 4.88% |
| Flaharty Asset Management, LLC | 358,815 | $21,149,000 | 3.88% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 61,161 | $3,605,000 | 2.86% |
| Aprio Wealth Management, LLC | 126,693 | $7,467,000 | 2.84% |
| DEFINED WEALTH MANAGEMENT, LLC | 53,500 | $3,153,000 | 2.77% |
| Apeiron RIA LLC | 100,614 | $5,795,000 | 2.76% |
| Masso Torrence Wealth Management Inc. | 47,571 | $2,804,000 | 2.24% |
| Milestone Advisory Partners | 67,369 | $3,971,000 | 2.14% |
| Harvest Investment Services, LLC | 50,181 | $2,957,000 | 1.77% |