FIRST TR EXCHANGE TRADED FD's ticker is FV and the CUSIP is 33738R605. A total of 196 filers reported holding FIRST TR EXCHANGE TRADED FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,608,093 | -42.5% | 36,300 | -39.1% | 0.08% | -41.3% |
| Q2 2023 | $2,794,351 | +11.8% | 59,568 | +7.4% | 0.14% | +1.5% |
| Q1 2023 | $2,499,472 | +26.4% | 55,445 | +30.5% | 0.14% | +12.4% |
| Q4 2022 | $1,977,826 | +66.2% | 42,488 | +47.9% | 0.12% | +51.2% |
| Q3 2022 | $1,190,000 | 0.0% | 28,733 | 0.0% | 0.08% | 0.0% |
| Q2 2022 | $1,190,000 | -26.4% | 28,733 | -12.6% | 0.08% | -16.7% |
| Q4 2021 | $1,616,000 | -17.2% | 32,867 | -22.9% | 0.10% | +54.8% |
| Q3 2021 | $1,951,000 | -11.0% | 42,627 | -7.9% | 0.06% | -11.4% |
| Q2 2021 | $2,193,000 | -56.3% | 46,284 | -58.8% | 0.07% | -61.3% |
| Q1 2021 | $5,020,000 | – | 112,465 | – | 0.18% | – |
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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% |