FIRST TR EXCHANGE-TRADED FD's ticker is TDIV and the CUSIP is 33738R118. A total of 180 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,895,085 | -2.8% | 51,615 | +1.7% | 2.47% | -1.8% |
| Q2 2023 | $2,978,409 | +11.9% | 50,774 | +3.2% | 2.51% | +1.2% |
| Q1 2023 | $2,660,779 | +4.9% | 49,192 | -7.3% | 2.48% | +4.3% |
| Q4 2022 | $2,535,799 | +6.7% | 53,072 | -2.4% | 2.38% | -8.0% |
| Q3 2022 | $2,377,000 | -10.4% | 54,403 | +2.9% | 2.59% | -4.7% |
| Q2 2022 | $2,652,000 | -15.9% | 52,869 | -1.2% | 2.72% | -1.9% |
| Q1 2022 | $3,153,000 | -19.0% | 53,500 | -13.6% | 2.77% | -12.9% |
| Q4 2021 | $3,894,000 | +13.3% | 61,955 | +1.8% | 3.18% | +4.5% |
| Q3 2021 | $3,438,000 | -1.1% | 60,886 | +0.4% | 3.05% | -1.4% |
| Q2 2021 | $3,477,000 | +5.6% | 60,655 | -0.6% | 3.09% | -1.0% |
| Q1 2021 | $3,293,000 | -7.3% | 60,997 | -15.1% | 3.12% | -11.0% |
| Q4 2020 | $3,554,000 | – | 71,846 | – | 3.51% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 1,741,046 | $46,886,000 | 19.07% |
| BRINKER CAPITAL INC | 825,537 | $22,232,000 | 1.97% |
| NewEdge Advisors, LLC | 61,788 | $1,664,000 | 1.18% |
| Regal Investment Advisors LLC | 117,064 | $3,153,000 | 0.78% |
| First Heartland Consultants, Inc. | 45,321 | $1,220,000 | 0.46% |
| Baker Avenue Asset Management, LP | 121,909 | $3,283,000 | 0.44% |
| Koshinski Asset Management, Inc. | 23,647 | $637,000 | 0.41% |
| BSW Wealth Partners | 21,196 | $571,000 | 0.36% |
| Brinker Capital Investments, LLC | 341,099 | $9,186,000 | 0.35% |
| BKS ADVISORS, LLC | 20,026 | $539,000 | 0.26% |