FIRST TR EXCHANGE TRADED FD's ticker is FXN and the CUSIP is 33734X127.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $185 | -64.4% | 10,600 | -68.1% | 0.00% | -100.0% |
| Q2 2023 | $519 | -8.5% | 33,200 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $567 | -99.8% | 33,200 | +40.1% | 0.00% | 0.0% |
| Q3 2022 | $370,000 | -16.7% | 23,700 | -21.3% | 0.00% | 0.0% |
| Q2 2022 | $444,000 | +128.9% | 30,100 | +78.1% | 0.00% | – |
| Q3 2021 | $194,000 | -75.6% | 16,900 | -75.5% | 0.00% | -100.0% |
| Q4 2018 | $794,000 | – | 69,000 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Savior LLC | 92,876 | $1,617,902 | 11.23% |
| Crumly & Associates Inc. | 519,401 | $9,047,973 | 3.55% |
| PCG Wealth Advisors, LLC | 177,576 | $3,093,400 | 2.03% |
| IronBridge Private Wealth, LLC | 189,592 | $3,302,693 | 1.79% |
| Trinity Wealth Management, LLC | 165,045 | $2,875,084 | 1.78% |
| Owen LaRue, LLC | 47,500 | $827,450 | 0.91% |
| StoneX Group Inc. | 371,845 | $6,478 | 0.89% |
| Avestar Capital, LLC | 274,907 | $4,788,880 | 0.68% |
| Stonebridge Financial Planning Group, LLC | 60,358 | $1,051,430 | 0.67% |
| TAP Consulting, LLC | 144,533 | $2,517,760 | 0.65% |