FIRST TR EXCHANGE-TRADED FD's ticker is TDIV and the CUSIP is 33738R118. A total of 244 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $203,845 | +10.9% | 3,475 | +2.3% | 0.05% | +15.9% |
Q1 2023 | $183,812 | +2.2% | 3,398 | -9.7% | 0.04% | +4.8% |
Q4 2022 | $179,905 | -28.6% | 3,765 | -34.8% | 0.04% | -22.2% |
Q3 2022 | $252,000 | -19.5% | 5,774 | 0.0% | 0.05% | -8.5% |
Q2 2022 | $313,000 | -11.8% | 5,774 | -9.9% | 0.06% | -11.9% |
Q1 2022 | $355,000 | – | 6,411 | – | 0.07% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Cherry Creek Investment Advisors, Inc. | 162,748 | $9,329,000 | 6.13% |
Private Wealth Group, LLC | 151,619 | $8,691,000 | 5.75% |
Flaharty Asset Management, LLC | 289,868 | $16,615,000 | 3.55% |
DEFINED WEALTH MANAGEMENT, LLC | 60,655 | $3,477,000 | 3.09% |
Milestone Advisory Partners | 81,699 | $4,683,000 | 2.47% |
Ballew Advisors, Inc | 35,793 | $2,062,000 | 1.43% |
Ranch Capital Advisors Inc. | 35,549 | $2,037,000 | 1.22% |
Harvest Investment Services, LLC | 48,591 | $2,785,000 | 1.17% |
Cardan Capital Partners, LLC | 170,750 | $9,787,000 | 1.09% |
Barber Financial Group, Inc. | 134,684 | $7,720,000 | 1.05% |