HERITAGE WEALTH MANAGEMENT, LLC - FIRST TR EXCH TRD ALPHA FD I ownership

FIRST TR EXCH TRD ALPHA FD I's ticker is FDT and the CUSIP is 33737J174. A total of 103 filers reported holding FIRST TR EXCH TRD ALPHA FD I in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
HERITAGE WEALTH MANAGEMENT, LLC ownership history of FIRST TR EXCH TRD ALPHA FD I
ValueSharesWeighting
Q2 2022$36,732,000
+83381.8%
7670.0%0.01%0.0%
Q1 2022$44,000
-6.4%
767
-0.5%
0.01%
-29.4%
Q3 2021$47,000
-2.1%
7710.0%0.02%
-5.6%
Q2 2021$48,000
-7.7%
771
-11.5%
0.02%
-37.9%
Q1 2021$52,0008710.03%
Other shareholders
FIRST TR EXCH TRD ALPHA FD I shareholders Q2 2022
NameSharesValueWeighting ↓
TOTAL INVESTMENT MANAGEMENT INC 787,384$42,534,00013.48%
American Financial Network Advisory Services LLC 187,761$9,204,0006.52%
LEVEL FOUR ADVISORY SERVICES, LLC 249,239$12,218,0001.52%
Risk Paradigm Group, LLC 10,445$512,013,0001.24%
HBK Sorce Advisory LLC 144,491$7,083,0000.81%
Keystone Financial Group 32,953$1,615,0000.73%
Camelot Portfolios, LLC 28,141$1,379,0000.64%
Cedar Brook Financial Partners, LLC 21,392$1,049,0000.64%
BENJAMIN F. EDWARDS & COMPANY, INC. 86,510$4,241,0000.44%
Family Legacy, Inc. 8,037$394,0000.35%
View complete list of FIRST TR EXCH TRD ALPHA FD I shareholders