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 ↓
TUCKER ASSET MANAGEMENT LLC 1,313,932$70,163,98925.30%
Kowal Investment Group, LLC 953,416$51,055,00016.15%
TMD Wealth Management, LLC 429,126$22,980,0009.62%
Seascape Capital Management 312,626$16,741,0008.58%
LVZ, Inc. 1,106,389$59,247,0008.48%
Tower Wealth Partners, Inc. 133,373$7,142,0007.53%
Eldridge Investment Advisors, Inc. 393,199$21,056,0007.50%
Bogart Wealth, LLC 1,184,158$63,412,0006.46%
Allen Capital Group, LLC 560,312$30,005,0006.02%
Atlas Private Wealth Management, LLC 170,894$9,151,0005.60%
View complete list of FIRST TR EXCHNG TRADED FD VI shareholders