FIRST TR EXCHANGE-TRADED FD's ticker is TDIV and the CUSIP is 33738R118. A total of 189 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $71,852 | +8.6% | 950 | 0.0% | 0.00% | +200.0% |
| Q1 2024 | $66,163 | +3.0% | 950 | -2.6% | 0.00% | -50.0% |
| Q4 2023 | $64,237 | +18.3% | 975 | +0.7% | 0.00% | 0.0% |
| Q3 2023 | $54,322 | -14.5% | 968 | -10.6% | 0.00% | 0.0% |
| Q2 2023 | $63,501 | +10.5% | 1,083 | +1.9% | 0.00% | 0.0% |
| Q1 2023 | $57,482 | +80860.6% | 1,063 | -28.5% | 0.00% | -50.0% |
| Q4 2022 | $71 | -99.9% | 1,486 | +0.7% | 0.00% | 0.0% |
| Q3 2022 | $65,000 | -12.2% | 1,476 | +0.4% | 0.00% | +33.3% |
| Q2 2022 | $74,000 | -87.0% | 1,470 | -84.8% | 0.00% | -80.0% |
| Q1 2022 | $571,000 | -80.8% | 9,692 | -79.5% | 0.02% | -77.3% |
| Q4 2021 | $2,978,000 | +49.5% | 47,377 | +34.1% | 0.07% | +24.5% |
| Q3 2021 | $1,992,000 | +4.1% | 35,341 | +5.8% | 0.05% | +1.9% |
| Q2 2021 | $1,914,000 | -10.7% | 33,399 | -15.8% | 0.05% | -8.8% |
| Q1 2021 | $2,144,000 | – | 39,651 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cherry Creek Investment Advisors, Inc. | 152,903 | $11,568,626 | 6.04% |
| Concorde Asset Management, LLC | 123,502 | $9,344,153 | 5.76% |
| Private Wealth Group, LLC | 99,901 | $7,558,510 | 3.97% |
| Flaharty Asset Management, LLC | 309,280 | $23,400,126 | 3.46% |
| PURSUE WEALTH PARTNERS LLC | 75,084 | $5,680,855 | 3.10% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 47,127 | $3,671,649 | 2.87% |
| DEFINED WEALTH MANAGEMENT, LLC | 46,927 | $3,550,509 | 2.47% |
| Aprio Wealth Management, LLC | 173,407 | $13,119,975 | 2.39% |
| New England Private Wealth Advisors LLC | 151,588 | $11,469,121 | 2.00% |
| Ranch Capital Advisors Inc. | 45,165 | $3,417,209 | 1.79% |