DEFINED WEALTH MANAGEMENT, 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 321 filers reported holding FIRST TR EXCHNG TRADED FD VI in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
DEFINED WEALTH MANAGEMENT, LLC ownership history of FIRST TR EXCHNG TRADED FD VI
ValueSharesWeighting
Q3 2023$1,071,927
-21.8%
25,489
-17.9%
0.91%
-21.0%
Q2 2023$1,371,183
+86.3%
31,043
+90.0%
1.16%
+68.4%
Q1 2023$736,081
-11.2%
16,336
-13.4%
0.69%
-11.7%
Q4 2022$828,597
+71.2%
18,866
+69.7%
0.78%
+47.6%
Q3 2022$484,000
-19.1%
11,120
-13.8%
0.53%
-14.0%
Q2 2022$598,000
-9.8%
12,896
-3.5%
0.61%
+5.1%
Q1 2022$663,000
-52.3%
13,363
-48.9%
0.58%
-48.7%
Q4 2021$1,390,000
+105.0%
26,127
+106.5%
1.14%
+89.0%
Q3 2021$678,000
+41.0%
12,655
+41.1%
0.60%
+40.4%
Q2 2021$481,000
+14.3%
8,969
+12.6%
0.43%
+7.3%
Q1 2021$421,000
-64.6%
7,967
-63.4%
0.40%
-66.0%
Q4 2020$1,190,00021,7441.17%
Other shareholders
FIRST TR EXCHNG TRADED FD VI shareholders Q4 2021
NameSharesValueWeighting ↓
Dominguez Wealth Management Solutions, Inc. 394,507$16,590,98715.32%
Coppell Advisory Solutions LLC 717,264$31,502,22710.84%
O'Connor Financial Group LLC 358,772$15,088,13010.33%
Alpha Financial Advisors, LLC 363,386$15,282,1889.68%
Long Run Wealth Advisors, LLC 682,476$28,701,5479.31%
Seascape Capital Management 429,831$18,0778.57%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5,857,317$246,3298.33%
LVZ, Inc. 1,168,508$49,141,6107.93%
Drake & Associates, LLC 415,885$17,490,0387.92%
Solano Wealth Management, Inc. 253,886$10,677,1607.41%
View complete list of FIRST TR EXCHNG TRADED FD VI shareholders