Forbes Financial Planning, Inc. - FIRST TR EXCHNG TRADED FD VI ownership

FIRST TR EXCHNG TRADED FD VI's ticker is FIXD and the CUSIP is 33740F805. A total of 332 filers reported holding FIRST TR EXCHNG TRADED FD VI in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Forbes Financial Planning, Inc. ownership history of FIRST TR EXCHNG TRADED FD VI
ValueSharesWeighting
Q2 2023$5,955,097
-2.2%
134,822
-0.3%
5.75%
-4.1%
Q1 2023$6,091,026
+54.4%
135,176
+49.2%
5.99%
+4.4%
Q4 2022$3,943,918
-0.0%
90,5830.0%5.74%0.0%
Q3 2022$3,944,000
-6.1%
90,583
+0.0%
5.74%
-4.7%
Q2 2022$4,199,000
-7.8%
90,555
-1.4%
6.02%
+6.2%
Q1 2022$4,552,000
-10.9%
91,885
-4.4%
5.67%
+12.6%
Q4 2021$5,110,00096,1535.04%
Other shareholders
FIRST TR EXCHNG TRADED FD VI shareholders Q2 2024
NameSharesValueWeighting ↓
TUCKER ASSET MANAGEMENT LLC 880,399$46,511,46724.53%
Kowal Investment Group, LLC 787,594$41,609,00016.83%
TMD Wealth Management, LLC 395,404$20,889,0009.92%
Seascape Capital Management 304,941$16,110,0008.96%
Blackhawk Capital Partners LLC. 204,577$11,196,0008.43%
Tower Wealth Partners, Inc. 118,805$6,276,0008.09%
LVZ, Inc. 987,641$52,177,0008.07%
Eldridge Investment Advisors, Inc. 352,695$18,633,0007.19%
Allen Capital Group, LLC 522,237$27,590,0006.06%
USAdvisors Wealth Management, LLC 230,922$12,200,0005.90%
View complete list of FIRST TR EXCHNG TRADED FD VI shareholders