FIRST TR EXCHANGE-TRADED FD's ticker is FCVT and the CUSIP is 33739Q507. A total of 42 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $91 | -5.2% | 2,925 | 0.0% | 0.05% | -3.7% |
| Q2 2023 | $96 | +3.2% | 2,925 | 0.0% | 0.05% | -14.3% |
| Q4 2022 | $93 | -100.0% | 2,925 | -66.8% | 0.06% | -70.0% |
| Q3 2022 | $275,000 | -30.2% | 8,823 | -29.3% | 0.21% | -20.2% |
| Q2 2022 | $394,000 | -28.2% | 12,483 | -12.0% | 0.26% | -12.9% |
| Q1 2022 | $549,000 | +6.6% | 14,180 | +14.0% | 0.30% | +11.0% |
| Q4 2021 | $515,000 | – | 12,436 | – | 0.27% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Synergy Asset Management, LLC | 254,570 | $12,464,000 | 3.92% |
| American Financial Advisors, LLC | 417,795 | $20,455,000 | 2.92% |
| Coppell Advisory Solutions LLC | 76,038 | $3,723,000 | 1.88% |
| Gladstone Institutional Advisory LLC | 140,144 | $6,861 | 1.37% |
| RiverTree Advisors, LLC | 29,867 | $1,462,000 | 1.17% |
| Csenge Advisory Group | 126,516 | $6,194,000 | 0.74% |
| Concentrum Wealth Management | 17,933 | $878,000 | 0.69% |
| Redhawk Wealth Advisors, Inc. | 27,884 | $1,365,000 | 0.35% |
| Wealth Enhancement & Preservation of GA, LLC | 6,604 | $323,000 | 0.28% |
| Private Advisory Group LLC | 15,829 | $775,000 | 0.26% |