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 | $3,654,321 | -3.1% | 82,490 | +2.6% | 3.45% | +0.3% |
| Q2 2023 | $3,770,784 | +8.5% | 80,383 | +4.2% | 3.44% | +5.6% |
| Q1 2023 | $3,476,455 | +0.5% | 77,117 | +3.8% | 3.26% | -5.7% |
| Q4 2022 | $3,459,742 | +252.7% | 74,323 | +211.0% | 3.46% | +208.8% |
| Q3 2022 | $981,000 | +6.3% | 23,899 | +7.2% | 1.12% | +8.6% |
| Q2 2022 | $923,000 | +5.4% | 22,293 | +21.3% | 1.03% | +26.0% |
| Q1 2022 | $876,000 | -1.9% | 18,384 | +1.3% | 0.82% | -2.0% |
| Q4 2021 | $893,000 | – | 18,157 | – | 0.84% | – |
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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% |