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 | $221,279 | -6.9% | 4,995 | -1.4% | 0.03% | -15.4% |
| Q2 2023 | $237,646 | +4.1% | 5,066 | 0.0% | 0.04% | -17.0% |
| Q1 2023 | $228,375 | -3.2% | 5,066 | 0.0% | 0.05% | -7.8% |
| Q4 2022 | $235,822 | -3.7% | 5,066 | -15.2% | 0.05% | -31.1% |
| Q3 2022 | $245,000 | -44.4% | 5,975 | -43.8% | 0.07% | -46.4% |
| Q2 2022 | $441,000 | -13.0% | 10,640 | 0.0% | 0.14% | +16.0% |
| Q1 2022 | $507,000 | -3.8% | 10,640 | -0.7% | 0.12% | -2.5% |
| Q4 2021 | $527,000 | -11.3% | 10,720 | -17.4% | 0.12% | -13.5% |
| Q3 2021 | $594,000 | +4.2% | 12,976 | +7.9% | 0.14% | -7.2% |
| Q2 2021 | $570,000 | -7.3% | 12,029 | -12.6% | 0.15% | -16.0% |
| Q1 2021 | $615,000 | +45.4% | 13,771 | +11.0% | 0.18% | -6.2% |
| Q4 2020 | $423,000 | – | 12,405 | – | 0.19% | – |
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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% |