Cyndeo Wealth Partners, LLC - FIRST TR EXCHNG TRADED FD VI ownership

FIRST TR EXCHNG TRADED FD VI's ticker is FIXD and the CUSIP is 33740F805. A total of 332 filers reported holding FIRST TR EXCHNG TRADED FD VI in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Cyndeo Wealth Partners, LLC ownership history of FIRST TR EXCHNG TRADED FD VI
ValueSharesWeighting
Q2 2024$22,841,341
+0.2%
530,577
+1.5%
1.79%
-5.6%
Q1 2024$22,793,462
-0.2%
522,786
+2.1%
1.90%
-10.3%
Q4 2023$22,847,287
+0.6%
512,214
-5.2%
2.11%
-10.7%
Q3 2023$22,711,716
-5.1%
540,048
-0.4%
2.37%
-5.4%
Q2 2023$23,941,599
+0.5%
542,033
+2.5%
2.50%
-2.6%
Q1 2023$23,825,637
+49.7%
528,754
+45.9%
2.57%
+37.4%
Q4 2022$15,914,533362,3531.87%
Other shareholders
FIRST TR EXCHNG TRADED FD VI shareholders Q2 2024
NameSharesValueWeighting ↓
TUCKER ASSET MANAGEMENT LLC 1,313,932$70,163,98925.30%
Kowal Investment Group, LLC 953,416$51,055,00016.15%
TMD Wealth Management, LLC 429,126$22,980,0009.62%
Seascape Capital Management 312,626$16,741,0008.58%
LVZ, Inc. 1,106,389$59,247,0008.48%
Tower Wealth Partners, Inc. 133,373$7,142,0007.53%
Eldridge Investment Advisors, Inc. 393,199$21,056,0007.50%
Bogart Wealth, LLC 1,184,158$63,412,0006.46%
Allen Capital Group, LLC 560,312$30,005,0006.02%
Atlas Private Wealth Management, LLC 170,894$9,151,0005.60%
View complete list of FIRST TR EXCHNG TRADED FD VI shareholders