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 | $699,302 | -9.9% | 11,094 | -8.2% | 0.05% | -5.5% |
| Q2 2023 | $776,141 | -16.1% | 12,091 | -14.6% | 0.06% | -16.7% |
| Q1 2023 | $924,542 | +28.0% | 14,154 | +18.8% | 0.07% | +17.9% |
| Q4 2022 | $722,193 | +15.6% | 11,919 | -1.1% | 0.06% | +7.7% |
| Q3 2022 | $625,000 | -7.8% | 12,056 | +0.5% | 0.05% | -3.7% |
| Q2 2022 | $678,000 | +3.8% | 11,994 | +31.6% | 0.05% | +22.7% |
| Q1 2022 | $653,000 | +48.7% | 9,115 | +28.9% | 0.04% | +51.7% |
| Q4 2021 | $439,000 | – | 7,069 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| O'Dell Group, LLC | 247,795 | $12,853,000 | 4.65% |
| Crumly & Associates Inc. | 198,329 | $10,287,000 | 4.24% |
| Paragon Private Wealth Management, LLC | 63,903 | $3,713,000 | 3.61% |
| NewSquare Capital LLC | 271,390 | $14,077,000 | 1.76% |
| FOCUS Wealth Advisors, LLC | 42,257 | $2,192,000 | 1.55% |
| Purus Wealth Management, LLC | 25,959 | $1,347,000 | 1.24% |
| ETFIDEA, LLC | 46,277 | $2,400,388 | 1.24% |
| DB Wealth Management Group, LLC | 23,134 | $1,200,000 | 0.86% |
| HFG Advisors, Inc. | 11,542 | $599,000 | 0.83% |
| WCG Wealth Advisors LLC | 116,436 | $6,040,000 | 0.80% |