FIRST TR EXCHANGE-TRADED FD's ticker is TDIV and the CUSIP is 33738R118. A total of 177 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $221,948 | +132.4% | 3,957 | +143.1% | 0.06% | +110.7% |
| Q2 2023 | $95,498 | -11.4% | 1,628 | -18.3% | 0.03% | -12.5% |
| Q1 2023 | $107,801 | +115.3% | 1,993 | +89.8% | 0.03% | +100.0% |
| Q4 2022 | $50,075 | +11.3% | 1,050 | +10.1% | 0.02% | +6.7% |
| Q3 2022 | $45,000 | +112.0% | 954 | +125.5% | 0.02% | +114.3% |
| Q2 2022 | $21,222 | +57.9% | 423 | +85.5% | 0.01% | +75.0% |
| Q1 2022 | $13,438 | +19.8% | 228 | +28.1% | 0.00% | 0.0% |
| Q4 2021 | $11,219 | +3.4% | 178 | -5.3% | 0.00% | 0.0% |
| Q3 2021 | $10,848 | +2.3% | 188 | +1.6% | 0.00% | -20.0% |
| Q2 2021 | $10,604 | +0.2% | 185 | -5.6% | 0.01% | -16.7% |
| Q1 2021 | $10,582 | +9.1% | 196 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $9,696 | – | 196 | – | 0.01% | – |
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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% |