Collaborative Wealth Managment Inc. - FIRST TR EXCHANGE TRADED FD ownership

FIRST TR EXCHANGE TRADED FD's ticker is GRID and the CUSIP is 33737A108. A total of 178 filers reported holding FIRST TR EXCHANGE TRADED FD in Q3 2023. The put-call ratio across all filers is 0.37 and the average weighting 0.2%.

Quarter-by-quarter ownership
Collaborative Wealth Managment Inc. ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q3 2023$431,612
-10.7%
4,5970.0%0.26%
-10.5%
Q2 2023$483,237
+7.6%
4,5970.0%0.29%
+1.4%
Q1 2023$448,943
+52.2%
4,597
+36.0%
0.28%
+45.9%
Q4 2022$294,953
+16.1%
3,3810.0%0.19%
+7.8%
Q3 2022$254,000
-3.1%
3,3810.0%0.18%
+4.7%
Q2 2022$262,000
-63.7%
3,381
-51.9%
0.17%
-56.5%
Q4 2021$721,000
+46.5%
7,025
+34.2%
0.40%
+39.1%
Q1 2021$492,0005,2350.28%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q3 2023
NameSharesValueWeighting ↓
Alpha Omega Group, Inc. 29,854$2,315,0002.72%
Concentrum Wealth Management 31,335$2,430,0001.99%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 422,220$32,743,0001.47%
KRAEMATON INVESTMENT ADVISORS, INC 15,691$1,217,0001.41%
SEAVIEW INVESTMENT MANAGERS LLC 23,105$1,792,0000.81%
American Institute for Advanced Investment Management, LLP 10,720$831,0000.73%
Stonebridge Financial Planning Group, LLC 9,975$774,0000.52%
Money Design Co.,Ltd. 86,523$6,710,0000.50%
First Heartland Consultants, Inc. 41,219$3,196,0000.50%
WealthBridge Capital Management, LLC 12,602$977,0000.42%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders