FIRST TR EXCHANGE-TRADED FD's ticker is TDIV and the CUSIP is 33738R118. A total of 246 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2023. The put-call ratio across all filers is 3.01 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $3,841 | -98.2% | 268,091 | +7049.1% | 0.18% | -5.4% |
| Q3 2023 | $210,328 | -4.4% | 3,750 | 0.0% | 0.18% | -8.0% |
| Q2 2023 | $219,965 | -44.0% | 3,750 | -48.9% | 0.20% | -49.9% |
| Q1 2023 | $392,930 | -11.5% | 7,344 | -21.0% | 0.40% | -14.3% |
| Q4 2022 | $444,210 | -36.1% | 9,297 | -36.9% | 0.47% | -33.4% |
| Q3 2022 | $695,000 | – | 14,740 | – | 0.70% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cherry Creek Investment Advisors, Inc. | 152,903 | $11,568,626 | 6.04% |
| Concorde Asset Management, LLC | 123,502 | $9,344,153 | 5.76% |
| Private Wealth Group, LLC | 99,901 | $7,558,510 | 3.97% |
| Flaharty Asset Management, LLC | 309,280 | $23,400,126 | 3.46% |
| PURSUE WEALTH PARTNERS LLC | 75,084 | $5,680,855 | 3.10% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 47,127 | $3,671,649 | 2.87% |
| DEFINED WEALTH MANAGEMENT, LLC | 46,927 | $3,550,509 | 2.47% |
| Aprio Wealth Management, LLC | 173,407 | $13,119,975 | 2.39% |
| New England Private Wealth Advisors LLC | 151,588 | $11,469,121 | 2.00% |
| Ranch Capital Advisors Inc. | 45,165 | $3,417,209 | 1.79% |