FIRST TR EXCHANGE-TRADED FD's ticker is TDIV and the CUSIP is 33738R118. A total of 3 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $62,821 | -4.4% | 1,120 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $65,700 | +8.4% | 1,120 | 0.0% | 0.01% | -27.3% |
| Q1 2023 | $60,581 | +13.2% | 1,120 | 0.0% | 0.01% | +10.0% |
| Q4 2022 | $53,514 | +9.2% | 1,120 | 0.0% | 0.01% | -9.1% |
| Q3 2022 | $49,000 | -12.5% | 1,120 | 0.0% | 0.01% | -26.7% |
| Q2 2022 | $56,000 | -15.2% | 1,120 | 0.0% | 0.02% | -37.5% |
| Q1 2022 | $66,000 | -53.2% | 1,120 | -50.2% | 0.02% | -53.8% |
| Q4 2021 | $141,000 | – | 2,250 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cherry Creek Investment Advisors, Inc. | 161,758 | $9,073,030 | 6.16% |
| Milestone Advisory Partners | 105,725 | $5,930,115 | 4.93% |
| Flaharty Asset Management, LLC | 456,225 | $25,589,669 | 4.28% |
| Private Wealth Group, LLC | 98,796 | $5,541,468 | 3.63% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 53,622 | $3,007,632 | 2.81% |
| Aprio Wealth Management, LLC | 176,561 | $9,903,303 | 2.72% |
| PURSUE WEALTH PARTNERS LLC | 68,427 | $3,838,070 | 2.72% |
| DEFINED WEALTH MANAGEMENT, LLC | 51,615 | $2,895,085 | 2.47% |
| Concorde Asset Management, LLC | 46,755 | $2,622,449 | 2.36% |
| Harvest Investment Services, LLC | 52,709 | $2,956,448 | 1.90% |