FIRST TR EXCHNG TRADED FD VI's ticker is DAPR and the CUSIP is 33740U802.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $254,082 | -28.6% | 8,380 | -27.6% | 0.19% | -25.9% |
Q2 2023 | $355,908 | +136.2% | 11,578 | +127.9% | 0.26% | +112.3% |
Q1 2023 | $150,702 | +5.3% | 5,081 | +4.5% | 0.12% | -10.3% |
Q4 2022 | $143,176 | +3.0% | 4,860 | 0.0% | 0.14% | -6.8% |
Q3 2022 | $139,000 | +9.4% | 4,860 | +11.3% | 0.15% | +20.7% |
Q2 2022 | $127,000 | +2016.7% | 4,366 | +2298.9% | 0.12% | +2320.0% |
Q1 2022 | $6,000 | 0.0% | 182 | 0.0% | 0.01% | +25.0% |
Q4 2021 | $6,000 | – | 182 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Tanglewood Legacy Advisors, LLC | 129,716 | $3,932,992 | 2.36% |
Hartford Financial Management Inc. | 231,702 | $7,025,205 | 1.79% |
Donald L. Hagan, LLC | 96,155 | $2,915,420 | 1.75% |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 122,724 | $3,720 | 1.47% |
Comprehensive Financial Consultants Institutional, Inc. | 72,905 | $2,210,480 | 1.16% |
TrueWealth Advisors, LLC | 26,383 | $799,933 | 0.34% |
Mutual Advisors, LLC | 278,954 | $8,457,885 | 0.33% |
Truadvice, LLC | 18,332 | $568,475 | 0.22% |
Sage Capital Advisors,llc | 19,896 | $603,247 | 0.22% |
Integrity Financial Corp /WA | 8,380 | $254,082 | 0.19% |