FIRST TR EXCHANGE TRADED FD's ticker is FXZ and the CUSIP is 33734X168. A total of 141 filers reported holding FIRST TR EXCHANGE TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $406,292 | -8.7% | 6,268 | +0.4% | 0.00% | -20.0% |
| Q1 2024 | $445,162 | -26.1% | 6,240 | -28.5% | 0.01% | -28.6% |
| Q4 2023 | $602,228 | +7.3% | 8,733 | -2.0% | 0.01% | -12.5% |
| Q3 2023 | $561,513 | -1.8% | 8,908 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $571,805 | +4.5% | 8,908 | +6.4% | 0.01% | -11.1% |
| Q1 2023 | $547,055 | -0.2% | 8,375 | -7.5% | 0.01% | -10.0% |
| Q4 2022 | $548,340 | +32.8% | 9,050 | +13.8% | 0.01% | +25.0% |
| Q3 2022 | $413,000 | +19.7% | 7,955 | +30.3% | 0.01% | +14.3% |
| Q2 2022 | $345,000 | -9.0% | 6,105 | +15.5% | 0.01% | +16.7% |
| Q1 2022 | $379,000 | +30.7% | 5,285 | +13.4% | 0.01% | +20.0% |
| Q4 2021 | $290,000 | +38.8% | 4,660 | +24.6% | 0.01% | +25.0% |
| Q3 2021 | $209,000 | – | 3,740 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SignalPoint Asset Management, LLC | 85,625 | $2,272,000 | 1.84% |
| Beaumont Financial Partners, LLC | 226,879 | $6,021,000 | 0.56% |
| Prospera Financial Services Inc | 34,563 | $931,000 | 0.43% |
| FDx Advisors, Inc. | 66,801 | $1,773,000 | 0.23% |
| WealthTrust Fairport, LLC | 48,448 | $1,286,000 | 0.23% |
| NAVELLIER & ASSOCIATES INC | 120,135 | $3,188,000 | 0.15% |
| Regal Investment Advisors LLC | 6,294 | $167,000 | 0.09% |
| HighTower Advisors, LLC | 91,286 | $2,423,000 | 0.07% |
| Placemark Investments, Inc. | 106,773 | $2,831,000 | 0.06% |
| STIFEL NICOLAUS & CO INC \MO\ | 126,313 | $3,352,347,000 | 0.06% |