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 196 filers reported holding FIRST TR EXCHNG TRADED FD VI in Q3 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
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 Q3 2023
NameSharesValueWeighting ↓
JANICZEK WEALTH MANAGEMENT, LLC 597,483$15,881,0005.62%
Sterling Manor Financial, LLC 239,244$6,359,0005.30%
Northwest Capital Management Inc 349,134$9,238,0004.81%
Darwin Wealth Management, LLC 868,186$23,076,0003.69%
CREATIVE FINANCIAL DESIGNS INC /ADV 420,864$11,187,0001.85%
WESPAC Advisors, LLC 87,254$2,319,0001.43%
Elevated Capital Advisors, LLC 151,053$4,015,0001.39%
First Heartland Consultants, Inc. 274,211$7,289,0001.11%
Q3 Asset Management 76,717$2,039,0000.98%
CHILDRESS CAPITAL ADVISORS, LLC 90,448$2,404,0000.98%
View complete list of FIRST TR EXCHNG TRADED FD VI shareholders