FIRST TR EXCHANGE TRADED FD's ticker is FV and the CUSIP is 33738R605. A total of 254 filers reported holding FIRST TR EXCHANGE TRADED FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $472,617 | +0.1% | 8,253 | 0.0% | 0.17% | +3.7% |
| Q1 2024 | $472,319 | +11.0% | 8,253 | 0.0% | 0.16% | -6.9% |
| Q4 2023 | $425,442 | +16.4% | 8,253 | 0.0% | 0.17% | +18.5% |
| Q3 2023 | $365,608 | -5.6% | 8,253 | 0.0% | 0.15% | -9.9% |
| Q2 2023 | $387,148 | +4.1% | 8,253 | 0.0% | 0.16% | +5.9% |
| Q1 2023 | $372,045 | -3.2% | 8,253 | 0.0% | 0.15% | -0.6% |
| Q4 2022 | $384,177 | +14.9% | 8,253 | +1.3% | 0.15% | -16.8% |
| Q3 2022 | $334,387 | -0.9% | 8,147 | 0.0% | 0.18% | -1.6% |
| Q2 2022 | $337,449 | -14.7% | 8,147 | -1.9% | 0.19% | +7.4% |
| Q1 2022 | $395,829 | -3.1% | 8,307 | 0.0% | 0.18% | +12.9% |
| Q4 2021 | $408,455 | – | 8,307 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trinity Legacy Partners, LLC | 1,249,013 | $25,218,000 | 11.79% |
| Prospera Financial Services Inc | 4,156,109 | $131,167,000 | 10.10% |
| Strid Group, LLC | 803,947 | $25,373,000 | 8.06% |
| Concentrum Wealth Management | 137,983 | $4,355,000 | 4.90% |
| Wealth Enhancement & Preservation of GA, LLC | 257,401 | $8,111,000 | 4.14% |
| Secure Asset Management, LLC | 134,281 | $4,238,000 | 2.99% |
| Claro Advisors LLC | 105,072 | $3,316,000 | 2.55% |
| LexAurum Advisors, LLC | 110,171 | $3,477,000 | 1.72% |
| Professional Financial Advisors, LLC | 51,788 | $1,634,000 | 1.55% |
| Western Wealth Management, LLC | 318,556 | $9,693,000 | 1.47% |