FIRST TR EXCHANGE TRADED FD's ticker is FXO and the CUSIP is 33734X135. A total of 1 filers reported holding FIRST TR EXCHANGE TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $435,348 | -24.0% | 11,508 | -24.3% | 0.01% | -25.0% |
| Q2 2023 | $572,965 | -16.3% | 15,198 | -17.1% | 0.01% | -27.3% |
| Q1 2023 | $684,707 | -13.3% | 18,342 | -4.9% | 0.01% | -21.4% |
| Q4 2022 | $789,791 | +87.2% | 19,282 | +68.4% | 0.01% | +75.0% |
| Q3 2022 | $422,000 | +5.5% | 11,451 | +11.3% | 0.01% | 0.0% |
| Q2 2022 | $400,000 | -5.9% | 10,291 | +11.1% | 0.01% | +14.3% |
| Q1 2022 | $425,000 | -3.2% | 9,260 | -2.3% | 0.01% | 0.0% |
| Q4 2021 | $439,000 | +16.8% | 9,482 | +11.6% | 0.01% | +16.7% |
| Q3 2021 | $376,000 | +5.3% | 8,499 | +4.0% | 0.01% | 0.0% |
| Q2 2021 | $357,000 | +5.0% | 8,171 | 0.0% | 0.01% | -14.3% |
| Q1 2021 | $340,000 | +14.5% | 8,171 | -5.8% | 0.01% | 0.0% |
| Q4 2020 | $297,000 | +36.2% | 8,671 | +1.2% | 0.01% | +16.7% |
| Q2 2020 | $218,000 | +5.8% | 8,570 | -11.9% | 0.01% | -14.3% |
| Q1 2020 | $206,000 | -47.0% | 9,730 | -16.2% | 0.01% | -36.4% |
| Q4 2019 | $389,000 | – | 11,615 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hochman Cole Investment Advisors, Inc. | 199,199 | $6,241,000 | 4.10% |
| NAVELLIER & ASSOCIATES INC | 681,513 | $21,352,000 | 2.97% |
| Shamrock Asset Management LLC | 153,007 | $4,794,000 | 2.92% |
| Ballew Advisors, Inc | 64,979 | $2,036,000 | 2.29% |
| Clearwater Capital Advisors, LLC | 238,144 | $7,461,000 | 1.53% |
| HAYS ADVISORY LLC | 74,936 | $2,348,000 | 1.30% |
| BREITER CAPITAL MANAGEMENT INC | 28,397 | $890,000 | 1.24% |
| Advisory Alpha, LLC | 145,960 | $4,697,000 | 1.18% |
| Vishria Bird Financial Group, LLC | 37,834 | $1,185,000 | 1.10% |
| Financial Enhancement Group LLC | 100,463 | $3,148,000 | 1.08% |