FIRST TR EXCHANGE TRADED FD's ticker is FV and the CUSIP is 33738R605. A total of 274 filers reported holding FIRST TR EXCHANGE TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $927 | -0.3% | 16,193 | -0.3% | 0.07% | -11.5% |
| Q1 2024 | $930 | +29.3% | 16,243 | +16.5% | 0.08% | +47.2% |
| Q4 2023 | $719 | +16.2% | 13,943 | -0.3% | 0.05% | +17.8% |
| Q3 2023 | $619 | -4.2% | 13,984 | +1.6% | 0.04% | -40.0% |
| Q2 2023 | $646 | +27.2% | 13,767 | +22.1% | 0.08% | +15.4% |
| Q1 2023 | $508 | -99.8% | 11,277 | +52.0% | 0.06% | +62.5% |
| Q3 2022 | $305,000 | -49.3% | 7,419 | -59.5% | 0.04% | -2.4% |
| Q2 2022 | $602,000 | – | 18,331 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trinity Legacy Partners, LLC | 1,249,013 | $25,218,000 | 11.79% |
| Prospera Financial Services Inc | 4,156,109 | $131,167,000 | 10.10% |
| Strid Group, LLC | 803,947 | $25,373,000 | 8.06% |
| Concentrum Wealth Management | 137,983 | $4,355,000 | 4.90% |
| Wealth Enhancement & Preservation of GA, LLC | 257,401 | $8,111,000 | 4.14% |
| Secure Asset Management, LLC | 134,281 | $4,238,000 | 2.99% |
| Claro Advisors LLC | 105,072 | $3,316,000 | 2.55% |
| LexAurum Advisors, LLC | 110,171 | $3,477,000 | 1.72% |
| Professional Financial Advisors, LLC | 51,788 | $1,634,000 | 1.55% |
| Western Wealth Management, LLC | 318,556 | $9,693,000 | 1.47% |