FIRST TR EXCHANGE TRADED FD's ticker is FV and the CUSIP is 33738R605. A total of 244 filers reported holding FIRST TR EXCHANGE TRADED FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $4,660,432 | -19.5% | 90,406 | -30.8% | 2.65% | -27.5% |
| Q3 2023 | $5,785,975 | -44.7% | 130,609 | -41.4% | 3.65% | -43.0% |
| Q2 2023 | $10,460,659 | +1.0% | 222,994 | -2.9% | 6.41% | -2.0% |
| Q1 2023 | $10,358,029 | -3.5% | 229,770 | -0.3% | 6.54% | -6.0% |
| Q4 2022 | $10,728,211 | +24.4% | 230,466 | +9.7% | 6.95% | +12.9% |
| Q3 2022 | $8,623,000 | +2.9% | 210,098 | +3.9% | 6.15% | +7.8% |
| Q2 2022 | $8,376,000 | +76.2% | 202,232 | +102.7% | 5.71% | +99.3% |
| Q1 2022 | $4,753,000 | -3.8% | 99,758 | -0.7% | 2.86% | -2.0% |
| Q4 2021 | $4,942,000 | +9.8% | 100,499 | +2.2% | 2.92% | +0.8% |
| Q3 2021 | $4,502,000 | +4.8% | 98,335 | +8.5% | 2.90% | +5.5% |
| Q2 2021 | $4,294,000 | +2.6% | 90,628 | -3.3% | 2.75% | -4.1% |
| Q1 2021 | $4,184,000 | +14.4% | 93,729 | +3.8% | 2.87% | +6.4% |
| Q4 2020 | $3,656,000 | – | 90,338 | – | 2.70% | – |
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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% |