Clearstead Advisors, LLC - FIRST TR EXCHANGE TRADED FD ownership

FIRST TR EXCHANGE TRADED FD's ticker is FV and the CUSIP is 33738R605. A total of 210 filers reported holding FIRST TR EXCHANGE TRADED FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q3 2023$175,872
+88.9%
3,970
+100.0%
0.01%
-16.7%
Q2 2023$93,117
+4.1%
1,9850.0%0.01%
-14.3%
Q1 2023$89,484
-7.7%
1,985
-4.7%
0.01%
-12.5%
Q4 2022$96,964
+19.7%
2,083
+4.9%
0.01%
+14.3%
Q3 2022$81,000
-1.2%
1,9850.0%0.01%
+16.7%
Q2 2022$82,000
-13.7%
1,9850.0%0.01%0.0%
Q1 2022$95,000
-3.1%
1,9850.0%0.01%
-14.3%
Q4 2021$98,000
+7.7%
1,9850.0%0.01%0.0%
Q3 2021$91,000
-3.2%
1,9850.0%0.01%0.0%
Q2 2021$94,000
+5.6%
1,9850.0%0.01%0.0%
Q1 2021$89,0001,9850.01%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q4 2021
NameSharesValueWeighting ↓
Madrona Financial Services, LLC 431,645$19,121,8858.73%
HFG Advisors, Inc. 149,359$6,616,6197.24%
QP WEALTH MANAGEMENT, LLC 68,744$3,045,3595.31%
Concentrum Wealth Management 141,742$6,279,1913.80%
DB Wealth Management Group, LLC 130,609$5,785,9753.65%
MinichMacGregor Wealth Management, LLC 245,800$10,888,9833.61%
UNIONVIEW, LLC 82,490$3,654,3213.45%
Secure Asset Management, LLC 248,006$10,986,6673.29%
Prospera Financial Services Inc 1,693,563$75,028,1532.90%
Strid Group, LLC 283,713$12,568,4862.63%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders