FIRST TR EXCHANGE-TRADED FD's ticker is TDIV and the CUSIP is 33738R118. A total of 241 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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,808,510 | -6.2% | 32,243 | -1.9% | 0.72% | -10.6% |
Q2 2023 | $1,927,274 | +8.4% | 32,855 | -0.1% | 0.81% | +10.8% |
Q1 2023 | $1,778,587 | +9.3% | 32,882 | -3.4% | 0.73% | +12.0% |
Q4 2022 | $1,627,148 | +3.4% | 34,055 | -5.5% | 0.65% | -25.1% |
Q3 2022 | $1,574,043 | -17.4% | 36,019 | -5.2% | 0.87% | -18.1% |
Q2 2022 | $1,905,265 | -14.6% | 37,976 | +0.3% | 1.06% | +7.6% |
Q1 2022 | $2,231,903 | -5.3% | 37,867 | +1.0% | 0.99% | +10.4% |
Q4 2021 | $2,356,103 | – | 37,488 | – | 0.89% | – |
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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% |