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 ↓ |
|---|---|---|---|
| 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% |