FIRST TR EXCHANGE-TRADED FD's ticker is TDIV and the CUSIP is 33738R118. A total of 226 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $209 | +9.4% | 2,752 | 0.0% | 0.11% | -5.3% |
| Q1 2024 | $191 | +46.9% | 2,752 | +35.7% | 0.11% | +29.5% |
| Q4 2023 | $130 | +14.0% | 2,028 | +0.1% | 0.09% | +3.5% |
| Q3 2023 | $114 | -4.2% | 2,026 | +0.0% | 0.08% | -4.5% |
| Q2 2023 | $119 | +8.2% | 2,025 | +0.1% | 0.09% | -1.1% |
| Q1 2023 | $110 | +35.8% | 2,023 | +19.4% | 0.09% | +26.8% |
| Q4 2022 | $81 | -99.9% | 1,695 | +0.1% | 0.07% | -1.4% |
| Q3 2022 | $74,000 | -12.9% | 1,693 | +0.1% | 0.07% | -7.7% |
| Q2 2022 | $85,000 | -15.0% | 1,692 | +0.1% | 0.08% | -1.3% |
| Q1 2022 | $100,000 | – | 1,691 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cherry Creek Investment Advisors, Inc. | 152,903 | $11,568,626 | 6.04% |
| Concorde Asset Management, LLC | 123,502 | $9,344,153 | 5.76% |
| Private Wealth Group, LLC | 99,901 | $7,558,510 | 3.97% |
| Flaharty Asset Management, LLC | 309,280 | $23,400,126 | 3.46% |
| PURSUE WEALTH PARTNERS LLC | 75,084 | $5,680,855 | 3.10% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 47,127 | $3,671,649 | 2.87% |
| DEFINED WEALTH MANAGEMENT, LLC | 46,927 | $3,550,509 | 2.47% |
| Aprio Wealth Management, LLC | 173,407 | $13,119,975 | 2.39% |
| New England Private Wealth Advisors LLC | 151,588 | $11,469,121 | 2.00% |
| Ranch Capital Advisors Inc. | 45,165 | $3,417,209 | 1.79% |