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

FIRST TR EXCHANGE TRADED FD's ticker is FXR and the CUSIP is 33734X150. A total of 88 filers reported holding FIRST TR EXCHANGE TRADED FD in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q1 2023$258,085
-19.9%
4,646
-25.7%
0.00%
-50.0%
Q4 2022$322,063
+12.2%
6,2520.0%0.00%0.0%
Q3 2022$287,000
-4.7%
6,2520.0%0.00%0.0%
Q2 2022$301,000
-14.7%
6,252
+0.0%
0.00%0.0%
Q1 2022$353,000
-9.5%
6,2510.0%0.00%0.0%
Q4 2021$390,000
+8.9%
6,2510.0%0.00%0.0%
Q3 2021$358,000
-17.5%
6,251
-15.0%
0.00%0.0%
Q2 2021$434,000
+4.1%
7,3540.0%0.00%0.0%
Q1 2021$417,000
+6.4%
7,354
-5.8%
0.00%0.0%
Q4 2020$392,000
+18.1%
7,804
-3.8%
0.00%0.0%
Q3 2020$332,000
+8.1%
8,1120.0%0.00%0.0%
Q2 2020$307,000
-14.7%
8,112
-31.6%
0.00%
-33.3%
Q1 2020$360,000
-63.7%
11,859
-46.1%
0.00%
-50.0%
Q4 2019$992,000
+16.4%
21,991
+8.0%
0.01%0.0%
Q3 2019$852,000
-13.2%
20,371
-12.0%
0.01%0.0%
Q2 2019$982,000
+4.4%
23,154
-1.8%
0.01%
-14.3%
Q1 2019$941,000
+1.6%
23,583
-13.1%
0.01%0.0%
Q4 2018$926,000
-51.0%
27,151
-39.1%
0.01%
-46.2%
Q3 2018$1,888,000
+6.8%
44,568
-1.4%
0.01%0.0%
Q2 2018$1,767,000
-3.8%
45,193
-2.6%
0.01%
-7.1%
Q1 2018$1,837,000
-4.2%
46,402
-1.8%
0.01%
-6.7%
Q4 2017$1,918,000
+2.8%
47,246
-6.0%
0.02%
-6.2%
Q3 2017$1,866,000
+0.5%
50,263
-4.3%
0.02%
-5.9%
Q2 2017$1,857,000
-7.9%
52,517
-10.6%
0.02%
-10.5%
Q1 2017$2,016,000
-5.2%
58,730
-9.2%
0.02%
-9.5%
Q4 2016$2,126,000
+103.8%
64,653
+82.6%
0.02%
+110.0%
Q3 2016$1,043,000
+17.1%
35,409
+7.3%
0.01%
+11.1%
Q2 2016$891,000
+7.9%
32,998
+10.9%
0.01%0.0%
Q1 2016$826,000
-88.6%
29,767
-87.7%
0.01%
-89.3%
Q2 2015$7,220,000
-7.8%
241,956
-4.9%
0.08%
-12.5%
Q1 2015$7,829,000254,4480.10%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q4 2016
NameSharesValueWeighting ↓
O'Dell Group, LLC 314,053$18,036,0765.49%
Crumly & Associates Inc. 88,525$5,083,9742.00%
NewSquare Capital LLC 320,863$18,427,1621.95%
IronBridge Private Wealth, LLC 59,805$3,434,6031.86%
Schrum Private Wealth Management LLC 26,574$1,526,1451.74%
Virtue Capital Management, LLC 166,925$9,935,3761.69%
Paragon Private Wealth Management, LLC 31,043$1,782,7991.47%
Nilsine Partners, LLC 156,929$9,012,4421.36%
MinichMacGregor Wealth Management, LLC 62,684$3,599,9141.19%
TriaGen Wealth Management LLC 35,020$2,011,1991.03%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders