FIRST TR EXCHANGE TRADED FD's ticker is FV and the CUSIP is 33738R605. A total of 209 filers reported holding FIRST TR EXCHANGE TRADED FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| HFG Advisors, Inc. | 138,173 | $6,584,000 | 7.52% |
| Secure Asset Management, LLC | 260,807 | $12,427,000 | 5.60% |
| Prospera Financial Services Inc | 2,183,250 | $104,035,000 | 4.36% |
| Concentrum Wealth Management | 142,119 | $6,772,000 | 4.22% |
| Madrona Financial Services, LLC | 178,511 | $8,370,000 | 4.10% |
| QP WEALTH MANAGEMENT, LLC | 64,065 | $3,053,000 | 3.41% |
| Strid Group, LLC | 294,497 | $14,033,000 | 2.87% |
| DB Wealth Management Group, LLC | 99,758 | $4,753,000 | 2.86% |
| Bickling Financial Services, Inc. | 110,272 | $5,254,000 | 2.70% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 67,320 | $3,208,000 | 2.54% |