Lee Financial Group Hawaii, Inc. - FIRST TR EXCHNG TRADED FD VI ownership

FIRST TR EXCHNG TRADED FD VI's ticker is UCON and the CUSIP is 33740F888. A total of 186 filers reported holding FIRST TR EXCHNG TRADED FD VI in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Lee Financial Group Hawaii, Inc. ownership history of FIRST TR EXCHNG TRADED FD VI
ValueSharesWeighting
Q1 2024$5,830,922
+0.3%
237,029
+0.9%
4.56%
-7.8%
Q4 2023$5,811,574
+4.0%
234,906
+0.5%
4.95%
-3.5%
Q3 2023$5,588,285
-30.9%
233,819
-30.1%
5.13%
-30.6%
Q2 2023$8,086,523
-1.1%
334,569
-1.0%
7.39%
-12.3%
Q1 2023$8,180,039
+5.5%
337,879
+5.0%
8.42%
+10.4%
Q4 2022$7,755,679
-1.3%
321,679
-2.5%
7.63%
+20.6%
Q3 2022$7,861,000
-4.1%
329,997
-1.3%
6.33%
-20.8%
Q2 2022$8,193,000334,4257.99%
Other shareholders
FIRST TR EXCHNG TRADED FD VI shareholders Q2 2023
NameSharesValueWeighting ↓
EdgeRock Capital LLC 889,972$21,759,83316.84%
Boyce & Associates Wealth Consulting, Inc. 335,598$8,205,3779.64%
Pitti Group Wealth Management, LLC 348,616$8,624,7649.38%
Morling Financial Advisors, LLC 873,890$21,366,6179.31%
Wagner Wealth Management, LLC 1,148,794$28,088,0098.40%
Philip James Wealth Mangement, LLC 485,985$11,882,3327.91%
Financial Futures Ltd Liability Co. 414,042$10,123,3156.28%
Darwin Wealth Management, LLC 464,504$11,357,1315.64%
Mach-1 Financial Group, LLC 260,481$6,390,9634.30%
Navalign, LLC 506,463$12,383,0203.91%
View complete list of FIRST TR EXCHNG TRADED FD VI shareholders