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 | $871,859 | -11.8% | 19,681 | -6.6% | 0.20% | -10.0% |
| Q2 2023 | $988,149 | -22.3% | 21,065 | -25.4% | 0.22% | -26.1% |
| Q1 2023 | $1,272,247 | +12.7% | 28,222 | +12.4% | 0.30% | -24.3% |
| Q4 2022 | $1,128,534 | +10.0% | 25,108 | +0.4% | 0.40% | -2.0% |
| Q3 2022 | $1,026,000 | -9.3% | 25,006 | -3.3% | 0.40% | +4.9% |
| Q2 2022 | $1,131,000 | -13.7% | 25,857 | -6.0% | 0.38% | -2.3% |
| Q1 2022 | $1,311,000 | -5.5% | 27,509 | -2.5% | 0.39% | -3.9% |
| Q4 2021 | $1,387,000 | +14.3% | 28,215 | +17.7% | 0.41% | +12.7% |
| Q3 2021 | $1,214,000 | +93.6% | 23,975 | +81.2% | 0.36% | +84.3% |
| Q2 2021 | $627,000 | – | 13,233 | – | 0.20% | – |
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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% |