ShoreHaven Wealth Partners, LLC - FIRST TR EXCHNG TRADED FD VI ownership

FIRST TR EXCHNG TRADED FD VI's ticker is FIXD and the CUSIP is 33740F805. A total of 342 filers reported holding FIRST TR EXCHNG TRADED FD VI in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
ShoreHaven Wealth Partners, LLC ownership history of FIRST TR EXCHNG TRADED FD VI
ValueSharesWeighting
Q2 2024$287,140
-40.7%
6,670
-39.9%
0.15%
-43.2%
Q1 2024$484,212
-1.2%
11,105
+1.1%
0.27%
-10.7%
Q4 2023$490,021
+7.3%
10,986
+1.2%
0.30%
-5.1%
Q3 2023$456,711
-1.5%
10,860
+3.5%
0.31%
+1.3%
Q2 2023$463,473
+9.8%
10,493
+12.0%
0.31%
+4.7%
Q1 2023$421,984
+6.2%
9,365
+3.5%
0.30%
+5.7%
Q4 2022$397,358
+10.7%
9,047
+9.4%
0.28%
+2.2%
Q3 2022$359,000
-8.4%
8,267
-2.4%
0.27%
-2.5%
Q2 2022$392,000
-6.0%
8,468
+0.7%
0.28%
+27.7%
Q1 2022$417,0008,4120.22%
Other shareholders
FIRST TR EXCHNG TRADED FD VI shareholders Q1 2024
NameSharesValueWeighting ↓
Seascape Capital Management 259,038$13,654,00012.39%
LVZ, Inc. 778,475$41,033,00010.02%
Eldridge Investment Advisors, Inc. 293,288$15,459,0008.79%
Blackhawk Capital Partners LLC. 153,709$7,965,0007.11%
Bogart Wealth, LLC 409,750$21,598,0005.89%
WESPAC Advisors, LLC 41,821$2,204,0005.29%
Walkner Condon Financial Advisors LLC 81,790$4,311,0004.60%
USAdvisors Wealth Management, LLC 140,013$7,380,0004.56%
American Financial Advisors, LLC 363,166$19,505,0003.50%
Perella Weinberg Partners Capital Management LP 160,339$8,451,0003.34%
View complete list of FIRST TR EXCHNG TRADED FD VI shareholders