FIRST TR EXCHANGE TRADED FD's ticker is FV and the CUSIP is 33738R605. A total of 246 filers reported holding FIRST TR EXCHANGE TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $297,872 | -5.5% | 6,724 | +0.1% | 0.13% | +4.8% |
| Q2 2023 | $315,155 | +4.3% | 6,718 | +0.2% | 0.12% | -17.9% |
| Q1 2023 | $302,114 | -5.1% | 6,706 | -2.0% | 0.15% | +3.4% |
| Q4 2022 | $318,499 | +12.1% | 6,842 | -1.0% | 0.15% | +0.7% |
| Q3 2022 | $284,000 | +12.7% | 6,909 | +13.6% | 0.14% | +13.3% |
| Q2 2022 | $252,000 | -22.0% | 6,083 | -10.2% | 0.13% | -11.1% |
| Q1 2022 | $323,000 | +14.5% | 6,776 | +18.1% | 0.14% | +27.4% |
| Q4 2021 | $282,000 | +15.1% | 5,737 | +7.3% | 0.11% | -1.7% |
| Q3 2021 | $245,000 | +25.6% | 5,347 | +29.7% | 0.12% | +29.2% |
| Q2 2021 | $195,000 | -7.1% | 4,123 | -13.2% | 0.09% | -13.6% |
| Q1 2021 | $210,000 | +50.0% | 4,749 | +36.9% | 0.10% | +30.4% |
| Q4 2020 | $140,000 | +42.9% | 3,468 | +23.1% | 0.08% | +33.9% |
| Q3 2020 | $98,000 | – | 2,818 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Madrona Financial Services, LLC | 431,645 | $19,121,885 | 8.73% |
| HFG Advisors, Inc. | 149,359 | $6,616,619 | 7.24% |
| QP WEALTH MANAGEMENT, LLC | 68,744 | $3,045,359 | 5.31% |
| Concentrum Wealth Management | 141,742 | $6,279,191 | 3.80% |
| DB Wealth Management Group, LLC | 130,609 | $5,785,975 | 3.65% |
| MinichMacGregor Wealth Management, LLC | 245,800 | $10,888,983 | 3.61% |
| UNIONVIEW, LLC | 82,490 | $3,654,321 | 3.45% |
| Secure Asset Management, LLC | 248,006 | $10,986,667 | 3.29% |
| Prospera Financial Services Inc | 1,693,563 | $75,028,153 | 2.90% |
| Strid Group, LLC | 283,713 | $12,568,486 | 2.63% |