FIRST TR EXCHANGE-TRADED FD's ticker is FTXG and the CUSIP is 33738R852.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $902,000 | +158.5% | 38,078 | +186.6% | 0.00% | – |
| Q2 2023 | $349,000 | +49.8% | 13,286 | +53.4% | 0.00% | – |
| Q1 2023 | $233,000 | -80.4% | 8,659 | -80.2% | 0.00% | – |
| Q4 2022 | $1,186,000 | +6142.1% | 43,842 | +5753.4% | 0.00% | – |
| Q3 2022 | $19,000 | -98.9% | 749 | -98.9% | 0.00% | – |
| Q2 2022 | $1,689,000 | +42125.0% | 65,853 | +44698.0% | 0.00% | – |
| Q1 2022 | $4,000 | 0.0% | 147 | 0.0% | 0.00% | – |
| Q4 2021 | $4,000 | 0.0% | 147 | 0.0% | 0.00% | – |
| Q3 2021 | $4,000 | 0.0% | 147 | 0.0% | 0.00% | – |
| Q2 2021 | $4,000 | -99.4% | 147 | -99.5% | 0.00% | – |
| Q2 2017 | $655,000 | +1.4% | 32,582 | +4.3% | 0.00% | – |
| Q1 2017 | $646,000 | +4.0% | 31,229 | +0.4% | 0.00% | – |
| Q4 2016 | $621,000 | – | 31,092 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| O'Dell Group, LLC | 1,018,030 | $26,112,000 | 4.63% |
| MinichMacGregor Wealth Management, LLC | 180,895 | $4,639,000 | 1.91% |
| Paragon Private Wealth Management, LLC | 58,220 | $1,493,000 | 1.59% |
| DB Wealth Management Group, LLC | 83,986 | $2,154,000 | 1.47% |
| HFG Advisors, Inc. | 33,954 | $871,000 | 1.18% |
| NewSquare Capital LLC | 321,340 | $8,242,000 | 1.06% |
| WCG Wealth Advisors LLC | 524,302 | $15,235,000 | 1.04% |
| WMG Financial Advisors, LLC | 36,504 | $939,000 | 0.81% |
| TriaGen Wealth Management LLC | 38,332 | $983,000 | 0.70% |
| FIRST TRUST ADVISORS LP | 21,695,535 | $556,490,000 | 0.69% |