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

FIRST TR EXCHANGE TRADED FD's ticker is FXH and the CUSIP is 33734X143. A total of 240 filers reported holding FIRST TR EXCHANGE TRADED FD in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q3 2023$328,498
-24.8%
3,381
-16.1%
0.00%0.0%
Q2 2023$436,598
+1.2%
4,031
+0.5%
0.00%0.0%
Q1 2023$431,303
-38.3%
4,011
-37.6%
0.00%
-50.0%
Q4 2022$699,460
+8.4%
6,433
-3.0%
0.00%0.0%
Q3 2022$645,000
-9.8%
6,633
-4.3%
0.00%0.0%
Q2 2022$715,000
-16.8%
6,934
-7.5%
0.00%0.0%
Q1 2022$859,000
-41.6%
7,496
-36.8%
0.00%
-42.9%
Q4 2021$1,472,000
+1.2%
11,853
-3.0%
0.01%0.0%
Q3 2021$1,455,000
+8.7%
12,223
+6.9%
0.01%0.0%
Q2 2021$1,339,000
+9.0%
11,431
+1.1%
0.01%0.0%
Q1 2021$1,228,000
-2.0%
11,308
-2.8%
0.01%
-12.5%
Q4 2020$1,253,000
+6.8%
11,628
-6.1%
0.01%0.0%
Q3 2020$1,173,000
+4.4%
12,378
-0.7%
0.01%0.0%
Q2 2020$1,124,000
+17.5%
12,461
-3.7%
0.01%0.0%
Q1 2020$957,000
-54.7%
12,938
-48.4%
0.01%
-42.9%
Q4 2019$2,111,000
+9.0%
25,068
-4.2%
0.01%0.0%
Q3 2019$1,937,000
-4.4%
26,1640.0%0.01%
+7.7%
Q2 2019$2,026,000
-25.8%
26,164
-26.8%
0.01%
-31.6%
Q1 2019$2,731,000
+10.5%
35,747
-0.4%
0.02%
-5.0%
Q4 2018$2,472,000
-6.0%
35,897
+15.8%
0.02%
+11.1%
Q3 2018$2,631,000
+16.8%
30,992
+2.1%
0.02%
+5.9%
Q2 2018$2,252,000
-1.5%
30,340
-7.9%
0.02%0.0%
Q1 2018$2,286,000
-8.5%
32,935
-7.9%
0.02%
-15.0%
Q4 2017$2,497,000
-5.7%
35,771
-8.9%
0.02%
-9.1%
Q3 2017$2,648,000
-10.4%
39,283
-11.2%
0.02%
-15.4%
Q2 2017$2,956,000
-82.7%
44,214
-83.8%
0.03%
-83.6%
Q1 2017$17,066,000
-18.7%
273,406
-25.4%
0.16%
-22.1%
Q4 2016$21,000,000
-12.4%
366,485
-7.0%
0.20%
-12.4%
Q3 2016$23,974,000
-0.3%
393,987
-3.3%
0.23%
-4.9%
Q2 2016$24,045,000
+84.1%
407,536
+73.9%
0.24%
+70.1%
Q1 2016$13,063,000
-28.7%
234,361
-22.7%
0.14%
-31.8%
Q4 2015$18,324,000
-34.2%
303,130
-36.7%
0.21%
-37.0%
Q3 2015$27,861,000
+3.7%
478,712
+22.6%
0.34%
+7.7%
Q2 2015$26,878,000
+2.0%
390,380
-4.0%
0.31%
-3.4%
Q1 2015$26,339,000406,5880.32%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q3 2023
NameSharesValueWeighting ↓
J Arnold Wealth Management Co 116,706$12,579,0007.43%
IronBridge Private Wealth, LLC 63,592$6,854,0005.06%
Fulcrum Equity Management 51,299$5,529,0002.20%
DB Wealth Management Group, LLC 24,936$2,688,0001.98%
Smart Money Group LLC 15,788$1,702,0001.43%
Wagner Wealth Management, LLC 12,884$1,389,0001.32%
FIFTH THIRD SECURITIES, INC. 24,938$2,688,0001.27%
NAVELLIER & ASSOCIATES INC 54,694$5,895,0001.07%
Spectrum Wealth Advisory Group, LLC 7,588$818,0000.92%
PGIM Custom Harvest LLC 23,267$2,594,0000.85%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders