West Oak Capital, LLC - FIRST TR EXCHANGE TRADED FD ownership

FIRST TR EXCHANGE TRADED FD's ticker is FPX and the CUSIP is 336920103. A total of 149 filers reported holding FIRST TR EXCHANGE TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
West Oak Capital, LLC ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q3 2019$19,0000.0%2500.0%0.01%0.0%
Q2 2019$19,0000.0%2500.0%0.01%
-8.3%
Q1 2019$19,000
-99.9%
2500.0%0.01%
+9.1%
Q4 2018$15,515,000
-16.5%
2500.0%0.01%0.0%
Q3 2018$18,570,000
+4.0%
2500.0%0.01%0.0%
Q2 2018$17,858,000
+4.2%
2500.0%0.01%
+10.0%
Q1 2018$17,138,000
+7.4%
2500.0%0.01%
+11.1%
Q3 2017$15,963,000
+7.0%
2500.0%0.01%0.0%
Q2 2017$14,923,000
+4.0%
2500.0%0.01%0.0%
Q1 2017$14,345,000
+6.0%
2500.0%0.01%0.0%
Q4 2016$13,533,000
-0.3%
2500.0%0.01%0.0%
Q3 2016$13,575,000
+7.5%
2500.0%0.01%0.0%
Q2 2016$12,630,0002500.01%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q3 2023
NameSharesValueWeighting ↓
Alpha Omega Group, Inc. 66,169$7,218,0007.25%
WIN ADVISORS, INC 195,014$21,272,0005.59%
TMD Wealth Management, LLC 119,032$12,984,0005.00%
Ten Capital Wealth Advisors, LLC 91,542$9,985,0004.17%
Ascension Capital Advisors, Inc. 44,437$4,847,0003.90%
Cassia Capital Partners, LLC 39,497$4,308,0003.45%
Integrity Financial Corp /WA 29,039$3,168,0002.60%
Bickling Financial Services, Inc. 42,039$4,586,0002.35%
Spectrum Wealth Advisory Group, LLC 16,394$1,788,0001.72%
PCG Wealth Advisors, LLC 20,130$2,196,0001.40%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders