FIRST TR EXCHANGE-TRADED FD's ticker is TDIV and the CUSIP is 33738R118. A total of 72 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $151,225 | -0.7% | 2,564 | 0.0% | 0.00% | – |
| Q2 2023 | $152,352 | +1.0% | 2,564 | -13.5% | 0.00% | – |
| Q4 2022 | $150,800 | +16.9% | 2,965 | +11.3% | 0.00% | – |
| Q3 2022 | $129,000 | +19.4% | 2,664 | +33.6% | 0.00% | – |
| Q2 2022 | $108,000 | -10.7% | 1,994 | 0.0% | 0.00% | – |
| Q1 2022 | $121,000 | -16.0% | 1,994 | -12.7% | 0.00% | – |
| Q4 2021 | $144,000 | +87.0% | 2,285 | +72.2% | 0.00% | – |
| Q3 2021 | $77,000 | +97.4% | 1,327 | +32.7% | 0.00% | – |
| Q2 2019 | $39,000 | +290.0% | 1,000 | +233.3% | 0.00% | – |
| Q3 2017 | $10,000 | -16.7% | 300 | -29.4% | 0.00% | – |
| Q4 2016 | $12,000 | 0.0% | 425 | -3.4% | 0.00% | – |
| Q2 2015 | $12,000 | -61.3% | 440 | -61.4% | 0.00% | – |
| Q1 2015 | $31,000 | +10.7% | 1,140 | +14.0% | 0.00% | – |
| Q4 2014 | $28,000 | -22.2% | 1,000 | -24.6% | 0.00% | – |
| Q3 2014 | $36,000 | – | 1,326 | – | 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% |