FIRST TR EXCHNG TRADED FD VI's ticker is FIXD and the CUSIP is 33740F805. A total of 300 filers reported holding FIRST TR EXCHNG TRADED FD VI in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,871,862 | -14.5% | 234,737 | -10.2% | 6.93% | -11.2% |
| Q2 2023 | $11,549,054 | +7.4% | 261,469 | +9.6% | 7.80% | -0.1% |
| Q1 2023 | $10,753,584 | +42.4% | 238,651 | +38.8% | 7.81% | +23.8% |
| Q4 2022 | $7,551,137 | -3.2% | 171,930 | -4.0% | 6.31% | -18.4% |
| Q3 2022 | $7,801,000 | -8.5% | 179,175 | +4.2% | 7.73% | +6.8% |
| Q1 2022 | $8,522,000 | -0.7% | 171,881 | +6.6% | 7.24% | -0.4% |
| Q4 2021 | $8,582,000 | – | 161,196 | – | 7.27% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Advance Capital Management, Inc. | 6,105,691 | $324,914,000 | 66.48% |
| TUCKER ASSET MANAGEMENT LLC | 1,472,854 | $78,400,032 | 25.28% |
| Kowal Investment Group, LLC | 999,162 | $53,170,000 | 15.79% |
| LVZ, Inc. | 1,136,243 | $60,465,000 | 8.08% |
| Seascape Capital Management | 314,064 | $16,713,000 | 7.84% |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 161,196 | $8,582,000 | 7.27% |
| Sweet Financial Partners, LLC | 311,339 | $16,568,000 | 6.88% |
| Eldridge Investment Advisors, Inc. | 376,598 | $20,041,000 | 6.62% |
| Tower Wealth Partners, Inc. | 113,619 | $6,046,000 | 6.13% |
| Bogart Wealth, LLC | 1,218,741 | $64,855,000 | 5.86% |