NORTHCAPE WEALTH MANAGEMENT, LLC - FIRST TR EXCHANGE-TRADED FD ownership

FIRST TR EXCHANGE-TRADED FD's ticker is TDIV and the CUSIP is 33738R118. A total of 222 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
NORTHCAPE WEALTH MANAGEMENT, LLC ownership history of FIRST TR EXCHANGE-TRADED FD
ValueSharesWeighting
Q3 2023$375,803
+23.2%
6,700
+28.8%
0.14%
+30.9%
Q2 2023$305,032
+0.3%
5,200
-7.5%
0.11%0.0%
Q1 2023$303,986
-25.3%
5,620
-34.0%
0.11%
-51.5%
Q4 2022$407,086
-3.8%
8,520
-11.9%
0.23%
+50.3%
Q3 2022$423,000
-12.8%
9,6700.0%0.15%
-18.8%
Q2 2022$485,000
-20.6%
9,670
-6.8%
0.19%
+4.5%
Q1 2022$611,000
-9.3%
10,370
-3.4%
0.18%
-21.6%
Q4 2021$674,00010,7300.23%
Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q1 2022
NameSharesValueWeighting ↓
Cherry Creek Investment Advisors, Inc. 162,897$7,783,2366.04%
Flaharty Asset Management, LLC 440,475$21,045,8703.94%
Harvest Investment Services, LLC 55,570$2,655,1532.84%
COTTONWOOD CAPITAL ADVISORS, LLC 59,593$2,847,3622.54%
Concorde Asset Management, LLC 56,618$2,705,2272.41%
DEFINED WEALTH MANAGEMENT, LLC 53,072$2,535,7992.38%
Aprio Wealth Management, LLC 133,013$6,355,3502.24%
Apeiron RIA LLC 106,438$5,085,5851.94%
Private Wealth Group, LLC 26,022$1,243,3311.76%
Ranch Capital Advisors Inc. 43,783$2,091,9671.64%
View complete list of FIRST TR EXCHANGE-TRADED FD shareholders