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 290 filers reported holding FIRST TR EXCHNG TRADED FD VI in Q4 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 Q4 2022
NameSharesValueWeighting ↓
Advance Capital Management, Inc. 6,105,691$324,914,00066.48%
TUCKER ASSET MANAGEMENT LLC 1,472,854$78,400,03225.28%
Kowal Investment Group, LLC 999,162$53,170,00015.79%
LVZ, Inc. 1,136,243$60,465,0008.08%
Seascape Capital Management 314,064$16,713,0007.84%
FLYNN ZITO CAPITAL MANAGEMENT, LLC 161,196$8,582,0007.27%
Sweet Financial Partners, LLC 311,339$16,568,0006.88%
Eldridge Investment Advisors, Inc. 376,598$20,041,0006.62%
Tower Wealth Partners, Inc. 113,619$6,046,0006.13%
Bogart Wealth, LLC 1,218,741$64,855,0005.86%
View complete list of FIRST TR EXCHNG TRADED FD VI shareholders