FIRST TR EXCHANGE TRADED FD's ticker is FV and the CUSIP is 33738R605. A total of 246 filers reported holding FIRST TR EXCHANGE TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,484,499 | -7.8% | 56,084 | -2.4% | 2.32% | -5.9% |
| Q2 2023 | $2,694,208 | +2.9% | 57,434 | -1.1% | 2.47% | +2.3% |
| Q1 2023 | $2,618,980 | -3.5% | 58,096 | -0.3% | 2.41% | -0.5% |
| Q4 2022 | $2,712,610 | -2.0% | 58,273 | -13.6% | 2.42% | -8.0% |
| Q3 2022 | $2,767,000 | -1.9% | 67,410 | -1.0% | 2.64% | +3.3% |
| Q2 2022 | $2,820,000 | -12.1% | 68,074 | +1.1% | 2.55% | +0.4% |
| Q1 2022 | $3,208,000 | -3.5% | 67,320 | -0.5% | 2.54% | -1.2% |
| Q4 2021 | $3,326,000 | – | 67,640 | – | 2.57% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Madrona Financial Services, LLC | 431,645 | $19,121,885 | 8.73% |
| HFG Advisors, Inc. | 149,359 | $6,616,619 | 7.24% |
| QP WEALTH MANAGEMENT, LLC | 68,744 | $3,045,359 | 5.31% |
| Concentrum Wealth Management | 141,742 | $6,279,191 | 3.80% |
| DB Wealth Management Group, LLC | 130,609 | $5,785,975 | 3.65% |
| MinichMacGregor Wealth Management, LLC | 245,800 | $10,888,983 | 3.61% |
| UNIONVIEW, LLC | 82,490 | $3,654,321 | 3.45% |
| Secure Asset Management, LLC | 248,006 | $10,986,667 | 3.29% |
| Prospera Financial Services Inc | 1,693,563 | $75,028,153 | 2.90% |
| Strid Group, LLC | 283,713 | $12,568,486 | 2.63% |