FIRST TR EXCHANGE-TRADED FD's ticker is TDIV and the CUSIP is 33738R118. A total of 228 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $293,529 | -2.9% | 5,233 | +1.6% | 0.00% | – |
| Q2 2023 | $302,272 | +5.7% | 5,153 | -2.5% | 0.00% | – |
| Q1 2023 | $285,900 | +184.7% | 5,286 | +151.5% | 0.00% | – |
| Q4 2022 | $100,425 | +4.6% | 2,102 | -4.6% | 0.00% | – |
| Q3 2022 | $96,000 | -14.3% | 2,203 | -0.9% | 0.00% | – |
| Q2 2022 | $112,000 | -14.5% | 2,224 | -0.3% | 0.00% | – |
| Q1 2022 | $131,000 | +589.5% | 2,230 | +624.0% | 0.00% | – |
| Q4 2021 | $19,000 | -13.6% | 308 | -20.0% | 0.00% | – |
| Q3 2021 | $22,000 | +144.4% | 385 | +158.4% | 0.00% | – |
| Q2 2021 | $9,000 | -10.0% | 149 | -17.2% | 0.00% | – |
| Q1 2021 | $10,000 | +66.7% | 180 | +42.9% | 0.00% | – |
| Q4 2020 | $6,000 | 0.0% | 126 | -6.0% | 0.00% | – |
| Q3 2020 | $6,000 | 0.0% | 134 | 0.0% | 0.00% | – |
| Q2 2020 | $6,000 | -33.3% | 134 | -49.4% | 0.00% | – |
| Q1 2020 | $9,000 | -40.0% | 265 | -24.7% | 0.00% | – |
| Q4 2019 | $15,000 | -6.2% | 352 | -13.3% | 0.00% | – |
| Q3 2019 | $16,000 | +45.5% | 406 | +47.6% | 0.00% | – |
| Q2 2019 | $11,000 | +120.0% | 275 | +118.3% | 0.00% | – |
| Q1 2019 | $5,000 | – | 126 | +3050.0% | 0.00% | – |
| Q4 2018 | $0 | – | 4 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 1,741,046 | $46,886,000 | 19.07% |
| BRINKER CAPITAL INC | 825,537 | $22,232,000 | 1.97% |
| NewEdge Advisors, LLC | 61,788 | $1,664,000 | 1.18% |
| Regal Investment Advisors LLC | 117,064 | $3,153,000 | 0.78% |
| First Heartland Consultants, Inc. | 45,321 | $1,220,000 | 0.46% |
| Baker Avenue Asset Management, LP | 121,909 | $3,283,000 | 0.44% |
| Koshinski Asset Management, Inc. | 23,647 | $637,000 | 0.41% |
| BSW Wealth Partners | 21,196 | $571,000 | 0.36% |
| Brinker Capital Investments, LLC | 341,099 | $9,186,000 | 0.35% |
| BKS ADVISORS, LLC | 20,026 | $539,000 | 0.26% |