FIRST TR EXCHNG TRADED FD VI's ticker is and the CUSIP is 33740U778.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,765,043 | -1.7% | 140,571 | +0.8% | 3.16% | +0.4% |
Q2 2023 | $2,813,253 | -31.7% | 139,408 | -35.9% | 3.15% | -31.5% |
Q1 2023 | $4,119,416 | +3.7% | 217,406 | -1.7% | 4.60% | -3.0% |
Q4 2022 | $3,971,665 | +17.1% | 221,140 | +9.9% | 4.74% | +1.3% |
Q3 2022 | $3,393,000 | -24.7% | 201,155 | -21.2% | 4.68% | -23.9% |
Q2 2022 | $4,508,000 | -11.2% | 255,389 | -0.3% | 6.15% | +3.9% |
Q1 2022 | $5,078,000 | +22.9% | 256,076 | +25.9% | 5.92% | +28.4% |
Q4 2021 | $4,133,000 | – | 203,387 | – | 4.61% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Pitti Group Wealth Management, LLC | 221,140 | $3,971,665 | 4.74% |
Valtinson Bruner Financial Planning LLC | 129,843 | $2,373,530 | 1.37% |
S.C. Financial Services, Inc. | 94,136 | $1,690,682 | 1.30% |
Ellsworth Advisors, LLC | 114,692 | $2,096,570 | 0.79% |
Simplicity Wealth,LLC | 43,170 | $775,333 | 0.68% |
FSB PREMIER WEALTH MANAGEMENT, INC. | 57,680 | $1,035,933 | 0.57% |
IAMS WEALTH MANAGEMENT, LLC | 25,776 | $462,937 | 0.47% |
Harvest Investment Services, LLC | 20,361 | $365,684 | 0.39% |
Financial Guidance Group, Inc. | 20,997 | $377,106 | 0.31% |
DHJJ Financial Advisors, Ltd. | 26,886 | $452,341 | 0.26% |