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 | $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 ↓ |
|---|---|---|---|
| Strid Group, LLC | 903,357 | $36,559,000 | 9.85% |
| Prospera Financial Services Inc | 2,640,009 | $106,842,000 | 7.36% |
| Secure Asset Management, LLC | 122,889 | $4,973,000 | 2.93% |
| DB Wealth Management Group, LLC | 90,338 | $3,656,000 | 2.70% |
| Bickling Financial Services, Inc. | 101,137 | $4,093,000 | 2.52% |
| Concentrum Wealth Management | 77,474 | $3,135,000 | 2.48% |
| Claro Advisors LLC | 99,553 | $4,029,000 | 2.14% |
| MGO ONE SEVEN LLC | 179,829 | $7,278,000 | 1.50% |
| Accel Wealth Management | 35,234 | $1,426,000 | 1.33% |
| QP WEALTH MANAGEMENT, LLC | 23,627 | $956,000 | 1.06% |