FIRST TR EXCHANGE TRADED FD's ticker is FXZ and the CUSIP is 33734X168. A total of 140 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $264,058 | -1.8% | 4,189 | -0.0% | 0.12% | +1.7% |
| Q2 2023 | $269,003 | -1.9% | 4,191 | -0.2% | 0.12% | -6.3% |
| Q1 2023 | $274,227 | +7.2% | 4,198 | -0.5% | 0.13% | 0.0% |
| Q4 2022 | $255,767 | +10.7% | 4,221 | -5.4% | 0.13% | +6.8% |
| Q3 2022 | $231,000 | -12.5% | 4,462 | -4.6% | 0.12% | -5.6% |
| Q2 2022 | $264,000 | -22.8% | 4,678 | -1.9% | 0.12% | -10.1% |
| Q1 2022 | $342,000 | +12.1% | 4,768 | -2.9% | 0.14% | +17.8% |
| Q4 2021 | $305,000 | +19.1% | 4,909 | +7.2% | 0.12% | +6.3% |
| Q3 2021 | $256,000 | -3.4% | 4,578 | -0.9% | 0.11% | -3.5% |
| Q2 2021 | $265,000 | +6.0% | 4,618 | +1.9% | 0.12% | -2.5% |
| Q1 2021 | $250,000 | +14.7% | 4,532 | +0.1% | 0.12% | +4.4% |
| Q4 2020 | $218,000 | – | 4,529 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fulcrum Equity Management | 486,838 | $17,585,000 | 8.38% |
| Aveo Capital Partners, LLC | 42,799 | $1,676,000 | 0.73% |
| Quad-Cities Investment Group, LLC | 20,581 | $796,000 | 0.70% |
| PACIFIC SUN FINANCIAL CORP | 5,695 | $220,000 | 0.21% |
| WealthBridge Capital Management, LLC | 6,393 | $214,000 | 0.20% |
| ACG Wealth | 17,626 | $680,000 | 0.09% |
| AlphaStar Capital Management, LLC | 5,785 | $223,000 | 0.06% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 13,903 | $536,000 | 0.05% |
| Prospera Financial Services Inc | 9,457 | $365,000 | 0.04% |
| NEXT Financial Group, Inc | 9,295 | $359,000 | 0.04% |