SOA Wealth Advisors, LLC. - FIRST TR EXCHNG TRADED FD VI ownership

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FIRST TR EXCHNG TRADED FD VI's ticker is FSEP and the CUSIP is 33740U307. A total of 84 filers reported holding FIRST TR EXCHNG TRADED FD VI in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

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Quarter-by-quarter ownership
SOA Wealth Advisors, LLC. ownership history of FIRST TR EXCHNG TRADED FD VI
ValueSharesWeighting
Q3 2023$273,612
+45.9%
7,379
+49.4%
0.07%
+54.5%
Q2 2023$187,558
+7.4%
4,9380.0%0.04%
+2.3%
Q1 2023$174,608
-2.1%
4,938
-7.4%
0.04%
-10.4%
Q4 2022$178,394–5,330–0.05%–
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Other shareholders
FIRST TR EXCHNG TRADED FD VI shareholders Q3 2023
NameSharesValueWeighting ↓
Valtinson Bruner Financial Planning LLC 107,967$4,003,4162.19%
Keystone Wealth Services, LLC 111,128$4,120,6261.56%
FSB PREMIER WEALTH MANAGEMENT, INC. 37,932$1,406,5180.78%
Integrity Financial Corp /WA 26,192$971,1990.73%
CreativeOne Wealth, LLC 150,037$5,5630.40%
ARBOR CAPITAL MANAGEMENT INC /ADV 9,588$353,3660.32%
PANORAMIC INVESTMENT ADVISORS, LLC 9,085$336,8720.31%
DHJJ Financial Advisors, Ltd. 16,006$593,5030.30%
1776 Wealth LLC 12,712$471,3610.25%
BEACON FINANCIAL GROUP 44,707$1,7220.24%
View complete list of FIRST TR EXCHNG TRADED FD VI shareholders