FIRST TR EXCHANGE TRADED FD's ticker is FV and the CUSIP is 33738R605. A total of 246 filers reported holding FIRST TR EXCHANGE TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,397,615 | -5.0% | 31,549 | +0.6% | 0.18% | -1.1% |
| Q2 2023 | $1,470,777 | -2.0% | 31,353 | -5.8% | 0.19% | -8.3% |
| Q1 2023 | $1,500,251 | -2.2% | 33,280 | +1.0% | 0.20% | -4.2% |
| Q4 2022 | $1,534,478 | +21.2% | 32,964 | +6.9% | 0.21% | +10.9% |
| Q3 2022 | $1,266,000 | +6.2% | 30,840 | +7.1% | 0.19% | +4.3% |
| Q2 2022 | $1,192,000 | -18.5% | 28,784 | -6.2% | 0.18% | -8.0% |
| Q1 2022 | $1,463,000 | -5.6% | 30,694 | -2.6% | 0.20% | -7.0% |
| Q4 2021 | $1,549,000 | +3.5% | 31,511 | -3.6% | 0.22% | -5.7% |
| Q3 2021 | $1,496,000 | -3.4% | 32,683 | +0.0% | 0.23% | -2.1% |
| Q2 2021 | $1,548,000 | +7.8% | 32,669 | +1.6% | 0.23% | +0.4% |
| Q1 2021 | $1,436,000 | +10.3% | 32,169 | 0.0% | 0.23% | -4.5% |
| Q4 2020 | $1,302,000 | +17.9% | 32,169 | -0.6% | 0.24% | +6.1% |
| Q3 2020 | $1,104,000 | +6.1% | 32,368 | +0.0% | 0.23% | -0.4% |
| Q2 2020 | $1,041,000 | +35.2% | 32,367 | +8.1% | 0.23% | +13.3% |
| Q1 2020 | $770,000 | -28.4% | 29,942 | -12.2% | 0.20% | -9.0% |
| Q4 2019 | $1,076,000 | +5.9% | 34,104 | -0.7% | 0.22% | -0.9% |
| Q3 2019 | $1,016,000 | -10.6% | 34,328 | -8.1% | 0.22% | -11.8% |
| Q2 2019 | $1,136,000 | +1.9% | 37,363 | +0.7% | 0.26% | -3.8% |
| Q1 2019 | $1,115,000 | +28.0% | 37,092 | +7.6% | 0.26% | +11.8% |
| Q4 2018 | $871,000 | -12.4% | 34,477 | +7.2% | 0.24% | +4.4% |
| Q3 2018 | $994,000 | +22.1% | 32,173 | +16.4% | 0.23% | +11.3% |
| Q2 2018 | $814,000 | -4.0% | 27,637 | -6.5% | 0.20% | -10.1% |
| Q1 2018 | $848,000 | -0.6% | 29,552 | -4.5% | 0.23% | -1.3% |
| Q4 2017 | $853,000 | +18.8% | 30,933 | +12.7% | 0.23% | +12.7% |
| Q3 2017 | $718,000 | +44.8% | 27,436 | +37.3% | 0.20% | +22.9% |
| Q2 2017 | $496,000 | +13.2% | 19,985 | +7.1% | 0.17% | -23.9% |
| Q4 2015 | $438,000 | – | 18,664 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Madrona Financial Services, LLC | 431,645 | $19,121,885 | 8.73% |
| HFG Advisors, Inc. | 149,359 | $6,616,619 | 7.24% |
| QP WEALTH MANAGEMENT, LLC | 68,744 | $3,045,359 | 5.31% |
| Concentrum Wealth Management | 141,742 | $6,279,191 | 3.80% |
| DB Wealth Management Group, LLC | 130,609 | $5,785,975 | 3.65% |
| MinichMacGregor Wealth Management, LLC | 245,800 | $10,888,983 | 3.61% |
| UNIONVIEW, LLC | 82,490 | $3,654,321 | 3.45% |
| Secure Asset Management, LLC | 248,006 | $10,986,667 | 3.29% |
| Prospera Financial Services Inc | 1,693,563 | $75,028,153 | 2.90% |
| Strid Group, LLC | 283,713 | $12,568,486 | 2.63% |