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 298 filers reported holding FIRST TR EXCHNG TRADED FD VI in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

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 2022
NameSharesValueWeighting ↓
TUCKER ASSET MANAGEMENT LLC 781,034$42,745,97225.81%
Kowal Investment Group, LLC 623,836$33,849,00015.71%
Seascape Capital Management 336,116$18,396,00010.74%
Blackhawk Capital Partners LLC. 213,496$11,749,00010.05%
Coppell Advisory Solutions LLC 314,727$17,225,0008.68%
Advocacy Wealth Management Services, LLC 1,057,397$57,871,0008.66%
LVZ, Inc. 882,623$48,306,0008.08%
Eldridge Investment Advisors, Inc. 345,546$18,912,0007.90%
TMD Wealth Management, LLC 241,425$13,213,0007.41%
Darwin Wealth Management, LLC 682,084$37,330,0007.01%
View complete list of FIRST TR EXCHNG TRADED FD VI shareholders