FIRST TR EXCHANGE-TRADED FD's ticker is TDIV and the CUSIP is 33738R118. A total of 180 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,276,479 | -10.3% | 22,758 | -6.1% | 0.65% | -12.4% |
| Q2 2023 | $1,422,400 | +6.9% | 24,248 | -1.6% | 0.74% | +2.5% |
| Q1 2023 | $1,329,975 | +12.0% | 24,653 | -0.8% | 0.72% | +6.0% |
| Q4 2022 | $1,187,123 | +6.8% | 24,846 | -2.4% | 0.68% | +4.9% |
| Q3 2022 | $1,112,000 | -14.4% | 25,455 | -1.6% | 0.65% | -10.6% |
| Q2 2022 | $1,299,000 | -14.3% | 25,882 | -0.1% | 0.73% | -0.1% |
| Q1 2022 | $1,515,000 | -7.1% | 25,898 | -0.1% | 0.73% | -5.0% |
| Q4 2021 | $1,630,000 | +10.7% | 25,929 | -0.5% | 0.76% | +0.5% |
| Q3 2021 | $1,472,000 | -2.5% | 26,065 | -1.0% | 0.76% | -4.5% |
| Q2 2021 | $1,509,000 | +5.6% | 26,330 | -0.5% | 0.80% | -3.7% |
| Q1 2021 | $1,429,000 | +8.8% | 26,465 | -0.3% | 0.83% | +0.4% |
| Q4 2020 | $1,313,000 | – | 26,545 | – | 0.82% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cherry Creek Investment Advisors, Inc. | 162,897 | $7,783,236 | 6.04% |
| Flaharty Asset Management, LLC | 440,475 | $21,045,870 | 3.94% |
| Harvest Investment Services, LLC | 55,570 | $2,655,153 | 2.84% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 59,593 | $2,847,362 | 2.54% |
| Concorde Asset Management, LLC | 56,618 | $2,705,227 | 2.41% |
| DEFINED WEALTH MANAGEMENT, LLC | 53,072 | $2,535,799 | 2.38% |
| Aprio Wealth Management, LLC | 133,013 | $6,355,350 | 2.24% |
| Apeiron RIA LLC | 106,438 | $5,085,585 | 1.94% |
| Private Wealth Group, LLC | 26,022 | $1,243,331 | 1.76% |
| Ranch Capital Advisors Inc. | 43,783 | $2,091,967 | 1.64% |