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First TR Exchange-Traded FD

CUSIP: 33738R787 | 53 institutional holders

Quarters

Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q1 2023

Cyndeo Wealth Partners, LLC123,073
0.7% of portfolio›$6.0M
LPL Financial LLC41,645
0.0% of portfolio›$2.0M
Jane Street Group, LLC31,454
0.0% of portfolio›$1.5M
Silver OAK Securities, Incorporated26,767
0.0% of portfolio›$1.3K
Financial Advocates Investment Management4,656
0.0% of portfolio›$228.6K
Osaic Holdings, Inc.3,024
0.0% of portfolio›$148.7K
Mach-1 Financial Group, LLC2,184
0.7% of portfolio›$107.2M
Ahrens Investment Partners LLC1,944
0.0% of portfolio›$95.5K
Harbour Investments, Inc.686
0.0% of portfolio›$33.7K
Steward Partners Investment Advisory, LLC515
0.0% of portfolio›$25.3K
Belpointe Asset Management LLC334
0.0% of portfolio›$16.4K
Geneos Wealth Management Inc.200
0.0% of portfolio›$9.8K
Global Retirement Partners, LLC189
0.0% of portfolio›$9.6K
Royal Bank of Canada76
0.0% of portfolio›$4.0K
Wells Fargo & Company0
0.0% of portfolio›$29
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Cyndeo Wealth Partners, LLC
123,073$6.0M0.7%CoreMediumSt. Petersburg, FL2023-04-25
LPL Financial LLC
41,645$2.0M0.0%IndexVery LowFort Mill, SC2023-05-10
Jane Street Group, LLC
31,454$1.5M0.0%CoreVery HighNew York, NY2023-05-16
Silver OAK Securities, Incorporated
26,767$1.3K0.0%ETFMediumJackson, TN2023-05-05
Financial Advocates Investment Management
4,656$228.6K0.0%N/AN/AOlympia, WA2023-05-11
Osaic Holdings, Inc.
3,024$148.7K0.0%IndexLowScottsdale, AZ2023-05-12
Mach-1 Financial Group, LLC
2,184$107.2M0.7%ETFVery HighRogers, AR2023-05-10
Ahrens Investment Partners LLC
1,944$95.5K0.0%N/AN/ALafayette, LA2023-04-24
Harbour Investments, Inc.
686$33.7K0.0%ETFLowMadison, WI2023-05-15
Steward Partners Investment Advisory, LLC
515$25.3K0.0%CoreLowStamford, CT2023-05-15
Belpointe Asset Management LLC
334$16.4K0.0%CoreMediumReno, NV2023-05-15
Geneos Wealth Management Inc.
200$9.8K0.0%ETFLowEnglewood, CO2023-04-25
Global Retirement Partners, LLC
189$9.6K0.0%CoreLowSan Rafael, CA2023-05-08
Royal Bank of Canada
76$4.0K0.0%CoreLowToronto, Australia2023-05-15
Wells Fargo & Company
0$290.0%CoreLowSan Francisco, CA2023-05-12
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2023-05-15