FIRST TR EXCHNG TRADED FD VI's ticker is FIXD and the CUSIP is 33740F805.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $976,395 | -7.6% | 23,217 | -2.9% | 1.02% | -2.6% |
| Q2 2023 | $1,056,283 | -3.2% | 23,914 | -1.2% | 1.04% | -5.5% |
| Q1 2023 | $1,090,744 | -1.7% | 24,206 | -4.1% | 1.10% | -4.7% |
| Q4 2022 | $1,109,130 | +3.9% | 25,253 | +3.0% | 1.16% | -2.7% |
| Q3 2022 | $1,067,000 | -3.7% | 24,510 | +2.6% | 1.19% | +1.1% |
| Q2 2022 | $1,108,000 | +10.6% | 23,900 | +18.3% | 1.18% | +29.1% |
| Q1 2022 | $1,002,000 | -7.6% | 20,200 | -1.0% | 0.91% | -5.8% |
| Q4 2021 | $1,085,000 | – | 20,400 | – | 0.97% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TUCKER ASSET MANAGEMENT LLC | 781,034 | $42,745,972 | 25.81% |
| Kowal Investment Group, LLC | 623,836 | $33,849,000 | 15.71% |
| Seascape Capital Management | 336,116 | $18,396,000 | 10.74% |
| Blackhawk Capital Partners LLC. | 213,496 | $11,749,000 | 10.05% |
| Coppell Advisory Solutions LLC | 314,727 | $17,225,000 | 8.68% |
| Advocacy Wealth Management Services, LLC | 1,057,397 | $57,871,000 | 8.66% |
| LVZ, Inc. | 882,623 | $48,306,000 | 8.08% |
| Eldridge Investment Advisors, Inc. | 345,546 | $18,912,000 | 7.90% |
| TMD Wealth Management, LLC | 241,425 | $13,213,000 | 7.41% |
| Darwin Wealth Management, LLC | 682,084 | $37,330,000 | 7.01% |