UNITED CAPITAL FINANCIAL ADVISORS, LLC - FIRST TR EXCHANGE TRADED FD ownership

FIRST TR EXCHANGE TRADED FD's ticker is FXO and the CUSIP is 33734X135. A total of 208 filers reported holding FIRST TR EXCHANGE TRADED FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q1 2023$266,424
-58.5%
7,137
-54.5%
0.00%
-75.0%
Q4 2022$642,376
+0.1%
15,683
-10.0%
0.00%0.0%
Q3 2022$642,000
-26.5%
17,428
-22.5%
0.00%
-20.0%
Q2 2022$873,000
-20.1%
22,478
-5.6%
0.01%0.0%
Q1 2022$1,093,000
-0.8%
23,8030.0%0.01%0.0%
Q4 2021$1,102,000
-6.9%
23,803
-11.0%
0.01%
-16.7%
Q3 2021$1,184,000
+6.6%
26,753
+5.2%
0.01%0.0%
Q2 2021$1,111,000
+5.8%
25,433
+0.7%
0.01%0.0%
Q1 2021$1,050,000
+21.4%
25,249
+0.1%
0.01%
+20.0%
Q4 2020$865,000
+16.6%
25,233
-13.7%
0.01%0.0%
Q3 2020$742,000
-15.5%
29,253
-15.1%
0.01%
-16.7%
Q2 2020$878,000
-4.9%
34,453
-21.1%
0.01%
-25.0%
Q1 2020$923,000
-77.3%
43,669
-64.0%
0.01%
-69.2%
Q4 2019$4,066,000
+7.2%
121,324
+1.8%
0.03%
-3.7%
Q3 2019$3,792,000
+2.0%
119,211
+1.5%
0.03%
+12.5%
Q2 2019$3,717,000
+7.3%
117,444
+2.6%
0.02%0.0%
Q1 2019$3,464,000
+8.4%
114,461
-3.3%
0.02%
-4.0%
Q4 2018$3,197,000
-3.3%
118,373
+14.5%
0.02%
+8.7%
Q3 2018$3,306,000
+125.5%
103,385
+121.0%
0.02%
+109.1%
Q2 2018$1,466,000
-1.4%
46,789
-2.3%
0.01%0.0%
Q1 2018$1,487,000
-8.3%
47,914
-7.5%
0.01%
-15.4%
Q4 2017$1,622,000
-11.0%
51,777
-15.7%
0.01%
-13.3%
Q3 2017$1,822,000
+2.0%
61,392
-1.8%
0.02%
-6.2%
Q2 2017$1,787,000
-55.9%
62,516
-57.3%
0.02%
-57.9%
Q1 2017$4,053,000
-18.0%
146,325
-20.0%
0.04%
-20.8%
Q4 2016$4,944,000
-19.7%
182,896
-27.8%
0.05%
-20.0%
Q3 2016$6,157,000
-7.2%
253,393
-12.1%
0.06%
-11.8%
Q2 2016$6,634,000
-9.9%
288,437
-11.4%
0.07%
-16.0%
Q1 2016$7,362,000
+11.3%
325,626
+14.2%
0.08%
+6.6%
Q4 2015$6,612,000
-6.4%
285,242
-9.3%
0.08%
-10.6%
Q3 2015$7,062,000
-7.7%
314,580
-2.4%
0.08%
-4.5%
Q2 2015$7,648,000
-3.9%
322,293
-4.8%
0.09%
-8.2%
Q1 2015$7,961,000338,6270.10%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q4 2021
NameSharesValueWeighting ↓
SFI Advisors, LLC 112,191$4,244,1864.15%
IronBridge Private Wealth, LLC 96,560$3,652,8661.98%
Crumly & Associates Inc. 99,083$3,748,2941.47%
Schrum Private Wealth Management LLC 26,573$1,005,2571.15%
Ballew Advisors, Inc 34,206$1,252,9501.03%
Choice Wealth Advisors, LLC 38,322$1,449,7211.02%
Privium Fund Management (UK) Ltd 30,490$1,153,4370.90%
DB Wealth Management Group, LLC 30,565$1,156,2680.73%
Secure Asset Management, LLC 58,164$2,200,3610.66%
NAVELLIER & ASSOCIATES INC 84,493$3,196,3700.55%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders