FIRST TR EXCHANGE TRADED FD's ticker is FXH and the CUSIP is 33734X143. A total of 6 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 | $412,153 | -6.2% | 4,242 | +4.6% | 0.01% | 0.0% |
| Q2 2023 | $439,414 | +3.7% | 4,057 | +3.0% | 0.01% | -14.3% |
| Q1 2023 | $423,668 | -35.9% | 3,940 | -35.1% | 0.01% | -36.4% |
| Q4 2022 | $660,535 | +3.7% | 6,075 | -7.3% | 0.01% | -8.3% |
| Q3 2022 | $637,000 | +56.9% | 6,556 | +66.3% | 0.01% | +50.0% |
| Q2 2022 | $406,000 | +31.0% | 3,942 | +45.9% | 0.01% | +60.0% |
| Q1 2022 | $310,000 | +16.1% | 2,702 | +25.6% | 0.01% | +25.0% |
| Q4 2021 | $267,000 | -1.5% | 2,152 | -5.5% | 0.00% | -20.0% |
| Q3 2021 | $271,000 | +1.5% | 2,277 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $267,000 | 0.0% | 2,277 | -7.3% | 0.01% | -16.7% |
| Q1 2021 | $267,000 | +0.8% | 2,456 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $265,000 | +13.7% | 2,456 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $233,000 | +5.0% | 2,456 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $222,000 | – | 2,456 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Holistic Financial Partners | 49,491 | $4,808,560 | 3.19% |
| Masso Torrence Wealth Management Inc. | 36,555 | $3,551,687 | 2.73% |
| Schrum Private Wealth Management LLC | 15,138 | $1,470,766 | 1.68% |
| IAMS WEALTH MANAGEMENT, LLC | 19,240 | $1,869,358 | 1.29% |
| ERn Financial, LLC | 43,026 | $4,180,414 | 0.91% |
| Spectrum Wealth Advisory Group, LLC | 6,548 | $636,246 | 0.88% |
| Coppell Advisory Solutions LLC | 23,278 | $2,531,008 | 0.87% |
| EUDAIMONIA ADVISORS LLC | 9,229 | $896,710 | 0.63% |
| DB Wealth Management Group, LLC | 9,214 | $895,232 | 0.56% |
| Blackhawk Capital Partners LLC. | 7,724 | $750,464 | 0.55% |