FIRST TR EXCHANGE TRADED FD's ticker is FXL and the CUSIP is 33734X176. A total of 197 filers reported holding FIRST TR EXCHANGE TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $207,730 | -19.7% | 1,869 | -16.9% | 0.10% | -16.4% |
| Q2 2023 | $258,840 | -12.7% | 2,250 | -20.2% | 0.12% | -18.9% |
| Q1 2023 | $296,425 | +8.6% | 2,818 | -5.5% | 0.14% | +5.1% |
| Q4 2022 | $272,911 | -51.7% | 2,981 | -54.2% | 0.14% | -58.4% |
| Q3 2022 | $565,000 | -21.6% | 6,514 | -14.9% | 0.33% | -21.4% |
| Q2 2022 | $721,000 | -26.6% | 7,658 | -9.4% | 0.42% | -24.5% |
| Q1 2022 | $982,000 | -43.9% | 8,457 | -36.2% | 0.55% | -47.8% |
| Q4 2021 | $1,750,000 | +3.9% | 13,257 | -3.4% | 1.06% | -1.5% |
| Q3 2021 | $1,685,000 | -3.3% | 13,717 | -2.3% | 1.07% | -5.1% |
| Q2 2021 | $1,743,000 | +9.3% | 14,036 | 0.0% | 1.13% | -2.8% |
| Q1 2021 | $1,595,000 | +2.6% | 14,036 | +1.0% | 1.16% | -11.1% |
| Q4 2020 | $1,554,000 | +16.8% | 13,896 | -5.0% | 1.31% | -3.4% |
| Q3 2020 | $1,330,000 | +124.7% | 14,633 | +106.0% | 1.35% | +89.1% |
| Q2 2020 | $592,000 | – | 7,105 | – | 0.72% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fulcrum Equity Management | 208,970 | $15,165,000 | 7.93% |
| Hochman Cole Investment Advisors, Inc. | 171,763 | $12,465,000 | 6.79% |
| NewSquare Capital LLC | 337,441 | $24,488,000 | 4.05% |
| Financial Enhancement Group LLC | 212,310 | $15,407,000 | 3.88% |
| O'Dell Group, LLC | 99,458 | $7,218,000 | 3.62% |
| Astor Investment Management LLC | 229,409 | $16,648,000 | 2.81% |
| J Arnold Wealth Management Co | 27,792 | $2,017,000 | 2.59% |
| Secure Asset Management, LLC | 47,620 | $3,456,000 | 2.44% |
| NAVELLIER & ASSOCIATES INC | 171,152 | $12,420,000 | 2.00% |
| Transamerica Financial Advisors, Inc. | 1,829 | $133,000 | 1.84% |