FIRST TR EXCHANGE TRADED FD's ticker is FV and the CUSIP is 33738R605. A total of 238 filers reported holding FIRST TR EXCHANGE TRADED FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,137,407 | +5.7% | 48,248 | +11.9% | 1.92% | +3.6% |
| Q2 2023 | $2,022,187 | +7.1% | 43,108 | +2.9% | 1.85% | -2.4% |
| Q1 2023 | $1,888,782 | +2.2% | 41,898 | +5.5% | 1.90% | -6.7% |
| Q4 2022 | $1,847,972 | +20.9% | 39,699 | +6.6% | 2.03% | +9.8% |
| Q3 2022 | $1,528,000 | +3.7% | 37,234 | +4.7% | 1.85% | +4.4% |
| Q2 2022 | $1,473,000 | -7.9% | 35,558 | +5.9% | 1.78% | +5.5% |
| Q1 2022 | $1,600,000 | -12.8% | 33,581 | -10.0% | 1.68% | -9.3% |
| Q4 2021 | $1,835,000 | – | 37,311 | – | 1.86% | – |
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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% |