Collaborative Wealth Managment Inc. - FIRST TR EXCHNG TRADED FD VI ownership

FIRST TR EXCHNG TRADED FD VI's ticker is FIXD and the CUSIP is 33740F805. A total of 279 filers reported holding FIRST TR EXCHNG TRADED FD VI in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Collaborative Wealth Managment Inc. ownership history of FIRST TR EXCHNG TRADED FD VI
ValueSharesWeighting
Q3 2023$1,360,445
-8.6%
32,349
-4.0%
0.81%
-8.2%
Q2 2023$1,488,292
-9.8%
33,695
-8.0%
0.88%
-14.9%
Q1 2023$1,650,053
-51.7%
36,619
-52.9%
1.04%
-53.7%
Q4 2022$3,418,132
-5.8%
77,826
-6.6%
2.25%
-12.5%
Q3 2022$3,627,000
-9.2%
83,307
-3.3%
2.57%
-2.0%
Q2 2022$3,993,000
-15.6%
86,110
-3.1%
2.62%
+1.2%
Q4 2021$4,730,000
+5.8%
88,893
-1.4%
2.59%
+0.5%
Q1 2021$4,471,00090,1732.58%
Other shareholders
FIRST TR EXCHNG TRADED FD VI shareholders Q2 2021
NameSharesValueWeighting ↓
Dominguez Wealth Management Solutions, Inc. 394,507$16,590,98715.32%
Coppell Advisory Solutions LLC 717,264$31,502,22710.84%
O'Connor Financial Group LLC 358,772$15,088,13010.33%
Alpha Financial Advisors, LLC 363,386$15,282,1889.68%
Long Run Wealth Advisors, LLC 682,476$28,701,5479.31%
Seascape Capital Management 429,831$18,0778.57%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5,857,317$246,3298.33%
LVZ, Inc. 1,168,508$49,141,6107.93%
Drake & Associates, LLC 415,885$17,490,0387.92%
Solano Wealth Management, Inc. 253,886$10,677,1607.41%
View complete list of FIRST TR EXCHNG TRADED FD VI shareholders