FIRST TR EXCHANGE TRADED FD's ticker is FV and the CUSIP is 33738R605. A total of 274 filers reported holding FIRST TR EXCHANGE TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,156,213 | -1.9% | 37,653 | -2.0% | 0.86% | -7.5% |
| Q1 2024 | $2,198,180 | +14.3% | 38,410 | +3.0% | 0.93% | -3.4% |
| Q4 2023 | $1,923,196 | +18.1% | 37,307 | +1.5% | 0.97% | +6.5% |
| 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 ↓ |
|---|---|---|---|
| Trinity Legacy Partners, LLC | 1,249,013 | $25,218,000 | 11.79% |
| Prospera Financial Services Inc | 4,156,109 | $131,167,000 | 10.10% |
| Strid Group, LLC | 803,947 | $25,373,000 | 8.06% |
| Concentrum Wealth Management | 137,983 | $4,355,000 | 4.90% |
| Wealth Enhancement & Preservation of GA, LLC | 257,401 | $8,111,000 | 4.14% |
| Secure Asset Management, LLC | 134,281 | $4,238,000 | 2.99% |
| Claro Advisors LLC | 105,072 | $3,316,000 | 2.55% |
| LexAurum Advisors, LLC | 110,171 | $3,477,000 | 1.72% |
| Professional Financial Advisors, LLC | 51,788 | $1,634,000 | 1.55% |
| Western Wealth Management, LLC | 318,556 | $9,693,000 | 1.47% |