FIRST TR EXCHANGE TRADED FD's ticker is FXL and the CUSIP is 33734X176. A total of 195 filers reported holding FIRST TR EXCHANGE TRADED FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,649,464 | -10.3% | 113,810 | -7.1% | 0.19% | -9.2% |
| Q2 2023 | $14,099,062 | +8.7% | 122,558 | -0.6% | 0.21% | +1.5% |
| Q1 2023 | $12,965,610 | +14.2% | 123,259 | -0.6% | 0.20% | +6.8% |
| Q4 2022 | $11,356,889 | +2.5% | 124,051 | -3.0% | 0.19% | -8.2% |
| Q3 2022 | $11,084,000 | -8.5% | 127,842 | -0.6% | 0.21% | -10.0% |
| Q2 2022 | $12,108,000 | -17.6% | 128,659 | +1.7% | 0.23% | -6.9% |
| Q1 2022 | $14,700,000 | -14.0% | 126,558 | -2.2% | 0.25% | -9.8% |
| Q4 2021 | $17,088,000 | – | 129,438 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fulcrum Equity Management | 442,343 | $28,819,000 | 14.60% |
| TOTAL INVESTMENT MANAGEMENT INC | 774,905 | $50,485,000 | 10.24% |
| Hochman Cole Investment Advisors, Inc. | 180,430 | $11,755,000 | 7.34% |
| NewSquare Capital LLC | 327,711 | $21,350,000 | 3.87% |
| NAVELLIER & ASSOCIATES INC | 358,004 | $23,324,000 | 3.86% |
| O'Dell Group, LLC | 94,285 | $6,143,000 | 3.44% |
| Financial Enhancement Group LLC | 165,271 | $10,767,000 | 2.90% |
| Astor Investment Management LLC | 244,842 | $15,951,000 | 2.56% |
| Transamerica Financial Advisors, Inc. | 2,043 | $134,000 | 1.70% |
| MinichMacGregor Wealth Management, LLC | 31,346 | $2,042,000 | 1.38% |