FIRST TR EXCHANGE TRADED FD's ticker is IFV and the CUSIP is 33738R886.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $55,438 | -1.9% | 3,125 | 0.0% | 0.01% | -6.7% |
Q2 2023 | $56,500 | +4.9% | 3,125 | 0.0% | 0.02% | 0.0% |
Q1 2023 | $53,875 | +3.0% | 3,125 | 0.0% | 0.02% | 0.0% |
Q4 2022 | $52,281 | +0.5% | 3,125 | -3.3% | 0.02% | 0.0% |
Q3 2022 | $52,000 | -8.8% | 3,233 | 0.0% | 0.02% | -11.8% |
Q2 2022 | $57,000 | – | 3,233 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
ACG Wealth | 251,109 | $4,907,000 | 1.23% |
Stratos Wealth Partners, LTD. | 412,535 | $8,061,000 | 1.04% |
Simplicity Solutions, LLC | 40,587 | $793,000 | 0.75% |
MSI Financial Services Inc | 506,325 | $9,894,000 | 0.70% |
Hilltop Holdings Inc. | 115,071 | $2,248,000 | 0.61% |
WFG Advisors, LP | 90,552 | $1,769,000 | 0.49% |
VSR Financial Services, Inc. | 225,596 | $4,408,000 | 0.47% |
NewEdge Advisors, LLC | 25,079 | $490,000 | 0.42% |
Aspen Investment Management Inc | 23,043 | $450,000 | 0.38% |
INVESTMENT PARTNERS, LTD. | 15,409 | $301,000 | 0.36% |