FIRST TR EXCHANGE TRADED FD's ticker is FPX and the CUSIP is 336920103.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $96,313 | -4.7% | 1,147 | +0.1% | 0.00% | 0.0% |
Q2 2023 | $101,042 | +5.1% | 1,146 | +0.2% | 0.00% | 0.0% |
Q1 2023 | $96,153 | +7.5% | 1,144 | +0.6% | 0.00% | 0.0% |
Q4 2022 | $89,458 | -2.8% | 1,137 | +0.2% | 0.00% | 0.0% |
Q3 2022 | $92,000 | +119.0% | 1,135 | +120.0% | 0.00% | +100.0% |
Q2 2022 | $42,000 | – | 516 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Spectrum Wealth Advisory Group, LLC | 26,909 | $2,095,000 | 4.28% |
Sequoia Wealth Management, LLC | 54,076 | $4,321,000 | 4.09% |
Ahrens Investment Partners LLC | 71,590 | $5,578,000 | 2.53% |
Golden State Wealth Management, LLC | 49,853 | $3,884,000 | 1.23% |
PACIFIC SUN FINANCIAL CORP | 11,626 | $906,000 | 0.87% |
Cetera Investment Advisers | 82,976 | $6,463,000 | 0.83% |
Capital Advisory Group Advisory Services, LLC | 15,090 | $1,178,000 | 0.79% |
Concentrum Wealth Management | 7,137 | $556,000 | 0.67% |
SignalPoint Asset Management, LLC | 16,731 | $1,303,000 | 0.62% |
Global Trust Asset Management, LLC | 11,703 | $912,000 | 0.61% |