FIRST TR EXCHANGE-TRADED FD's ticker is TDIV and the CUSIP is 33738R118. A total of 228 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $135,457 | -41.0% | 2,415 | -38.3% | 0.00% | 0.0% |
| Q2 2023 | $229,654 | +8.4% | 3,915 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $211,762 | +2.7% | 3,915 | -9.3% | 0.00% | 0.0% |
| Q4 2022 | $206,171 | +21.3% | 4,315 | +10.6% | 0.00% | 0.0% |
| Q3 2022 | $170,000 | -15.0% | 3,900 | -2.4% | 0.00% | 0.0% |
| Q2 2022 | $200,000 | -14.9% | 3,996 | +0.0% | 0.00% | 0.0% |
| Q1 2022 | $235,000 | -4.1% | 3,995 | +2.4% | 0.00% | 0.0% |
| Q4 2021 | $245,000 | +1.2% | 3,900 | -8.9% | 0.00% | 0.0% |
| Q3 2021 | $242,000 | -1.2% | 4,280 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $245,000 | +6.1% | 4,280 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $231,000 | +9.0% | 4,280 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $212,000 | +8.2% | 4,280 | -4.2% | 0.00% | 0.0% |
| Q3 2020 | $196,000 | +300.0% | 4,466 | +278.5% | 0.00% | – |
| Q2 2020 | $49,000 | +16.7% | 1,180 | 0.0% | 0.00% | – |
| Q1 2020 | $42,000 | -17.6% | 1,180 | 0.0% | 0.00% | – |
| Q4 2019 | $51,000 | +8.5% | 1,180 | 0.0% | 0.00% | – |
| Q3 2019 | $47,000 | +2.2% | 1,180 | 0.0% | 0.00% | – |
| Q2 2019 | $46,000 | +2.2% | 1,180 | 0.0% | 0.00% | – |
| Q1 2019 | $45,000 | +9.8% | 1,180 | 0.0% | 0.00% | – |
| Q4 2018 | $41,000 | -8.9% | 1,180 | 0.0% | 0.00% | – |
| Q3 2018 | $45,000 | +7.1% | 1,180 | 0.0% | 0.00% | – |
| Q2 2018 | $42,000 | 0.0% | 1,180 | 0.0% | 0.00% | – |
| Q1 2018 | $42,000 | – | 1,180 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 1,741,046 | $46,886,000 | 19.07% |
| BRINKER CAPITAL INC | 825,537 | $22,232,000 | 1.97% |
| NewEdge Advisors, LLC | 61,788 | $1,664,000 | 1.18% |
| Regal Investment Advisors LLC | 117,064 | $3,153,000 | 0.78% |
| First Heartland Consultants, Inc. | 45,321 | $1,220,000 | 0.46% |
| Baker Avenue Asset Management, LP | 121,909 | $3,283,000 | 0.44% |
| Koshinski Asset Management, Inc. | 23,647 | $637,000 | 0.41% |
| BSW Wealth Partners | 21,196 | $571,000 | 0.36% |
| Brinker Capital Investments, LLC | 341,099 | $9,186,000 | 0.35% |
| BKS ADVISORS, LLC | 20,026 | $539,000 | 0.26% |