FIRST TR EXCHANGE TRADED FD's ticker is FV and the CUSIP is 33738R605. A total of 213 filers reported holding FIRST TR EXCHANGE TRADED FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $794,453 | -0.2% | 13,873 | -0.3% | 0.34% | -4.5% |
| Q1 2024 | $796,241 | +11.0% | 13,913 | 0.0% | 0.35% | +5.1% |
| Q4 2023 | $717,216 | +16.4% | 13,913 | 0.0% | 0.34% | +7.0% |
| Q3 2023 | $616,346 | -7.9% | 13,913 | -2.5% | 0.31% | -10.1% |
| Q2 2023 | $669,078 | +4.1% | 14,263 | 0.0% | 0.35% | -0.3% |
| Q1 2023 | $642,976 | +10.0% | 14,263 | +13.6% | 0.35% | +4.2% |
| Q4 2022 | $584,435 | +13.5% | 12,555 | 0.0% | 0.34% | +11.3% |
| Q3 2022 | $515,000 | -7.5% | 12,555 | -6.7% | 0.30% | -3.2% |
| Q2 2022 | $557,000 | -13.8% | 13,452 | 0.0% | 0.31% | +0.3% |
| Q1 2022 | $646,000 | -2.0% | 13,452 | -2.0% | 0.31% | +0.3% |
| Q4 2021 | $659,000 | +4.9% | 13,725 | 0.0% | 0.31% | -4.9% |
| Q3 2021 | $628,000 | -3.4% | 13,725 | 0.0% | 0.32% | -5.2% |
| Q2 2021 | $650,000 | +6.0% | 13,725 | 0.0% | 0.34% | -3.4% |
| Q1 2021 | $613,000 | +6.4% | 13,725 | -3.5% | 0.36% | -1.9% |
| Q4 2020 | $576,000 | – | 14,225 | – | 0.36% | – |
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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% |