FIRST TR EXCHANGE-TRADED FD's ticker is LGOV and the CUSIP is 33738D606. A total of 56 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,208,000 | +1.8% | 104,990 | +3.5% | 1.40% | -3.6% |
| Q1 2024 | $2,168,000 | -6.3% | 101,423 | -3.0% | 1.46% | -15.6% |
| Q4 2023 | $2,314,000 | +10.9% | 104,584 | +1.6% | 1.73% | -2.2% |
| Q3 2023 | $2,087,000 | -5.1% | 102,930 | +4.1% | 1.77% | -5.3% |
| Q2 2023 | $2,200,000 | – | 98,862 | – | 1.86% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marshall Financial Group, LLC | 509,398 | $11,272,983 | 3.63% |
| Ferguson Shapiro LLC | 327,632 | $7,250,496 | 3.50% |
| Holistic Financial Partners | 242,929 | $5,376,020 | 3.23% |
| Walkner Condon Financial Advisors LLC | 415,932 | $9,204,575 | 2.10% |
| Midwest Financial Group LLC | 104,584 | $2,314,000 | 1.73% |
| GDS Wealth Management | 478,583 | $10,591,042 | 1.43% |
| Gladstone Institutional Advisory LLC | 1,052,562 | $23,293,203 | 1.31% |
| ICA Group Wealth Management, LLC | 195,792 | $4,332,876 | 0.97% |
| First Heartland Consultants, Inc. | 281,286 | $6,225 | 0.75% |
| IAMS WEALTH MANAGEMENT, LLC | 34,153 | $755,806 | 0.49% |