FIRST TR EXCHANGE TRADED FD's ticker is FV and the CUSIP is 33738R605. A total of 2 filers reported holding FIRST TR EXCHANGE TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
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 ↓ |
|---|---|---|---|
| Prospera Financial Services Inc | 4,024,683 | $124,398,000 | 13.96% |
| Strid Group, LLC | 848,180 | $25,793,000 | 8.83% |
| Concentrum Wealth Management | 135,471 | $4,120,000 | 4.94% |
| Claro Advisors LLC | 138,254 | $4,204,000 | 3.88% |
| LexAurum Advisors, LLC | 202,968 | $6,172,000 | 3.81% |
| Western Wealth Management, LLC | 659,864 | $19,447,000 | 2.55% |
| MGO ONE SEVEN LLC | 143,458 | $4,362,000 | 1.41% |
| Clear Creek Financial Management, LLC | 106,505 | $3,238,000 | 1.39% |
| Cetera Advisor Networks LLC | 1,407,925 | $42,811,000 | 1.32% |
| Cedar Brook Financial Partners, LLC | 77,413 | $2,354,000 | 1.08% |