WealthPlan Investment Management, LLC - FIRST TR EXCHNG TRADED FD VI ownership

FIRST TR EXCHNG TRADED FD VI's ticker is BUFR and the CUSIP is 33740F755. A total of 2 filers reported holding FIRST TR EXCHNG TRADED FD VI in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.6%.

Quarter-by-quarter ownership
WealthPlan Investment Management, LLC ownership history of FIRST TR EXCHNG TRADED FD VI
ValueSharesWeighting
Q4 2023$10,322,432
+8.1%
388,500
-0.3%
1.65%
-2.1%
Q3 2023$9,546,410
+34.0%
389,809
+37.5%
1.69%
-20.6%
Q2 2023$7,125,368
-27.5%
283,464
-32.3%
2.12%
+25.6%
Q1 2023$9,826,161
-61.6%
418,669
-61.7%
1.69%
-5.5%
Q4 2022$25,615,097
+1.5%
1,092,794
-2.7%
1.79%
-2.8%
Q3 2022$25,234,000
-28.3%
1,122,981
-28.7%
1.84%
-24.6%
Q1 2022$35,198,0001,574,1432.44%
Other shareholders
FIRST TR EXCHNG TRADED FD VI shareholders Q4 2023
NameSharesValueWeighting ↓
COLUMBIA ADVISORY PARTNERS LLC 397,619$9,332,1188.80%
Tower Wealth Partners, Inc. 326,128$7,654,2246.39%
Clarus Group, Inc. 274,553$6,443,7596.05%
Pitti Group Wealth Management, LLC 199,196$4,675,1305.22%
SimpliFi, Inc. 421,818$9,900,0684.87%
Triton Wealth Management, PLLC 258,416$6,314,7833.87%
AIFG Consultants Ltd. 174,913$4,105,2083.48%
Sweet Financial Partners, LLC 513,224$12,045,3673.33%
Tradition Wealth Management, LLC 1,139,758$26,4763.29%
Drake & Associates, LLC 282,892$6,639,4753.24%
View complete list of FIRST TR EXCHNG TRADED FD VI shareholders