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 | 112,571 | $1,760,616 | 7.14% |
| Crumly & Associates Inc. | 441,861 | $6,910,704 | 2.77% |
| Prosperity Financial Group, Inc. | 187,440 | $2,931,567 | 2.58% |
| Trinity Wealth Management, LLC | 156,445 | $2,446,800 | 1.50% |
| PCG Wealth Advisors, LLC | 143,169 | $2,239,177 | 1.39% |
| StoneX Group Inc. | 440,949 | $6,896 | 0.89% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 118,167 | $5,980,530 | 0.80% |
| Stonebridge Financial Planning Group, LLC | 82,186 | $1,285,384 | 0.78% |
| Avestar Capital, LLC | 308,244 | $4,820,936 | 0.77% |
| Coppell Advisory Solutions LLC | 154,177 | $2,394,369 | 0.68% |