FIRST TR EXCHANGE-TRADED FD's ticker is TDIV and the CUSIP is 33738R118. A total of 298 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,671,649 | +8.6% | 47,127 | -6.0% | 2.87% | +7.1% |
| Q1 2024 | $3,379,685 | +2.8% | 50,136 | -2.3% | 2.68% | -1.0% |
| Q4 2023 | $3,288,354 | +9.3% | 51,308 | -4.3% | 2.71% | -3.6% |
| Q3 2023 | $3,007,632 | -8.0% | 53,622 | -3.8% | 2.81% | -6.2% |
| Q2 2023 | $3,269,770 | +1.7% | 55,741 | -6.2% | 3.00% | +1.1% |
| Q1 2023 | $3,215,506 | +12.9% | 59,447 | -0.2% | 2.96% | +16.4% |
| Q4 2022 | $2,847,362 | +8.3% | 59,593 | -0.9% | 2.54% | +1.6% |
| Q3 2022 | $2,628,000 | -13.8% | 60,136 | -1.0% | 2.50% | -9.2% |
| Q2 2022 | $3,048,000 | -15.5% | 60,745 | -0.7% | 2.76% | -3.5% |
| Q1 2022 | $3,605,000 | -2.7% | 61,161 | +3.7% | 2.86% | -0.3% |
| Q4 2021 | $3,706,000 | – | 58,964 | – | 2.86% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cherry Creek Investment Advisors, Inc. | 152,903 | $11,568,626 | 6.04% |
| Concorde Asset Management, LLC | 123,502 | $9,344,153 | 5.76% |
| Private Wealth Group, LLC | 99,901 | $7,558,510 | 3.97% |
| Flaharty Asset Management, LLC | 309,280 | $23,400,126 | 3.46% |
| PURSUE WEALTH PARTNERS LLC | 75,084 | $5,680,855 | 3.10% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 47,127 | $3,671,649 | 2.87% |
| DEFINED WEALTH MANAGEMENT, LLC | 46,927 | $3,550,509 | 2.47% |
| Aprio Wealth Management, LLC | 173,407 | $13,119,975 | 2.39% |
| New England Private Wealth Advisors LLC | 151,588 | $11,469,121 | 2.00% |
| Ranch Capital Advisors Inc. | 45,165 | $3,417,209 | 1.79% |