Cardinal Point Capital Management ULC - FIRST TR EXCH TRADED FD III ownership

FIRST TR EXCH TRADED FD III's ticker is FTLS and the CUSIP is 33739P103. A total of 178 filers reported holding FIRST TR EXCH TRADED FD III in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Cardinal Point Capital Management ULC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q2 2024$6,087,441
+2.9%
97,259
+1.3%
1.06%
-6.0%
Q1 2024$5,918,373
+14.6%
95,984
+4.6%
1.13%
-9.8%
Q4 2023$5,165,124
+9.3%
91,799
+3.2%
1.25%
+1.1%
Q3 2023$4,725,885
+8.3%
88,916
+7.6%
1.24%
-5.9%
Q2 2023$4,363,674
+2.9%
82,661
-0.9%
1.31%
+1.9%
Q1 2023$4,240,242
+7.8%
83,440
+3.7%
1.29%
-5.2%
Q4 2022$3,931,83680,4551.36%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q2 2024
NameSharesValueWeighting ↓
RETIREMENT DESIGN & MANAGEMENT INC /ADV 183,432$6,004,0003.35%
Proficio Capital Partners LLC 17,358$568,0000.56%
First Heartland Consultants, Inc. 38,828$1,271,0000.48%
Concorde Asset Management, LLC 12,585$413,0000.46%
Partnervest Advisory Services LLC 16,639$545,0000.30%
IFP Advisors, Inc 99,084$3,243,0000.22%
Accuvest Global Advisors 14,495$474,0000.20%
LVZ, Inc. 7,942$260,0000.15%
Transamerica Financial Advisors, Inc. 60,204$1,971,0000.14%
MSI Financial Services Inc 62,841$2,057,0000.09%
View complete list of FIRST TR EXCH TRADED FD III shareholders