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 | $202,163 | -5.5% | 4,563 | +0.0% | 0.06% | -3.5% |
| Q2 2023 | $214,026 | +4.2% | 4,562 | +0.1% | 0.06% | -1.7% |
| Q1 2023 | $205,477 | -2.8% | 4,558 | +0.3% | 0.06% | -7.9% |
| Q4 2022 | $211,493 | -1.2% | 4,543 | +1.3% | 0.06% | -3.1% |
| Q1 2022 | $214,000 | -2.7% | 4,486 | +0.2% | 0.06% | 0.0% |
| Q4 2021 | $220,000 | +7.3% | 4,478 | +0.1% | 0.06% | 0.0% |
| Q3 2021 | $205,000 | -3.3% | 4,475 | +0.0% | 0.06% | -14.5% |
| Q2 2021 | $212,000 | +6.0% | 4,473 | 0.0% | 0.08% | -6.2% |
| Q1 2021 | $200,000 | -3.8% | 4,473 | -9.3% | 0.08% | -16.5% |
| Q4 2020 | $208,000 | – | 4,930 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HFG Advisors, Inc. | 138,173 | $6,584,000 | 7.52% |
| Secure Asset Management, LLC | 260,807 | $12,427,000 | 5.60% |
| Prospera Financial Services Inc | 2,183,250 | $104,035,000 | 4.36% |
| Concentrum Wealth Management | 142,119 | $6,772,000 | 4.22% |
| Madrona Financial Services, LLC | 178,511 | $8,370,000 | 4.10% |
| QP WEALTH MANAGEMENT, LLC | 64,065 | $3,053,000 | 3.41% |
| Strid Group, LLC | 294,497 | $14,033,000 | 2.87% |
| DB Wealth Management Group, LLC | 99,758 | $4,753,000 | 2.86% |
| Bickling Financial Services, Inc. | 110,272 | $5,254,000 | 2.70% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 67,320 | $3,208,000 | 2.54% |