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 | $1,628,397 | -3.4% | 36,758 | +2.3% | 0.91% | -2.3% |
| Q2 2023 | $1,685,895 | +14.7% | 35,939 | +10.2% | 0.93% | +54.4% |
| Q1 2023 | $1,470,369 | -6.8% | 32,617 | -3.7% | 0.60% | -20.4% |
| Q4 2022 | $1,577,337 | +5.1% | 33,885 | +0.1% | 0.76% | -5.9% |
| Q3 2022 | $1,501,000 | +5.9% | 33,845 | -2.2% | 0.80% | -1.5% |
| Q2 2022 | $1,418,000 | -13.9% | 34,623 | +0.9% | 0.81% | -4.3% |
| Q1 2022 | $1,647,000 | -1.5% | 34,319 | +1.0% | 0.85% | +3.8% |
| Q4 2021 | $1,672,000 | +7.0% | 33,994 | -0.4% | 0.82% | -18.8% |
| Q3 2021 | $1,563,000 | -3.8% | 34,142 | -0.4% | 1.01% | -6.1% |
| Q2 2021 | $1,624,000 | +6.3% | 34,283 | +0.2% | 1.08% | -13.1% |
| Q1 2021 | $1,528,000 | +7.2% | 34,227 | -2.9% | 1.24% | -6.8% |
| Q4 2020 | $1,426,000 | – | 35,234 | – | 1.33% | – |
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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% |