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 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
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 Q1 2023
NameSharesValueWeighting ↓
Advance Capital Management, Inc. 6,105,691$324,914,00066.48%
TUCKER ASSET MANAGEMENT LLC 1,472,854$78,400,03225.28%
Kowal Investment Group, LLC 999,162$53,170,00015.79%
LVZ, Inc. 1,136,243$60,465,0008.08%
Seascape Capital Management 314,064$16,713,0007.84%
FLYNN ZITO CAPITAL MANAGEMENT, LLC 161,196$8,582,0007.27%
Sweet Financial Partners, LLC 311,339$16,568,0006.88%
Eldridge Investment Advisors, Inc. 376,598$20,041,0006.62%
Tower Wealth Partners, Inc. 113,619$6,046,0006.13%
Bogart Wealth, LLC 1,218,741$64,855,0005.86%
View complete list of FIRST TR EXCHNG TRADED FD VI shareholders