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

FIRST TR EXCHANGE TRADED FD's ticker is FXL and the CUSIP is 33734X176. A total of 220 filers reported holding FIRST TR EXCHANGE TRADED FD in Q4 2020. 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
Q3 2023$395,574
-3.4%
3,5590.0%0.00%
+50.0%
Q2 2023$409,436
+9.4%
3,5590.0%0.00%0.0%
Q1 2023$374,379
+14.9%
3,5590.0%0.00%0.0%
Q4 2022$325,833
-9.7%
3,559
-14.6%
0.00%0.0%
Q3 2022$361,000
-11.1%
4,169
-3.5%
0.00%0.0%
Q2 2022$406,000
-22.8%
4,319
-4.7%
0.00%
-33.3%
Q1 2022$526,000
-25.7%
4,531
-15.5%
0.00%0.0%
Q4 2021$708,000
-2.1%
5,362
-8.9%
0.00%
-25.0%
Q3 2021$723,000
+2.1%
5,887
+3.2%
0.00%0.0%
Q2 2021$708,000
+9.3%
5,7020.0%0.00%0.0%
Q1 2021$648,000
+1.6%
5,7020.0%0.00%0.0%
Q4 2020$638,000
+10.8%
5,702
-9.9%
0.00%0.0%
Q3 2020$576,000
+10.1%
6,331
+1.0%
0.00%0.0%
Q2 2020$523,000
+33.4%
6,266
-5.1%
0.00%
+33.3%
Q1 2020$392,000
-18.0%
6,600
+0.2%
0.00%0.0%
Q4 2019$478,000
-12.5%
6,590
-21.4%
0.00%
-25.0%
Q3 2019$546,000
-42.3%
8,384
-41.0%
0.00%
-33.3%
Q2 2019$946,000
+4.5%
14,210
+0.4%
0.01%0.0%
Q1 2019$905,000
+9.7%
14,153
-9.8%
0.01%
-14.3%
Q4 2018$825,000
-17.7%
15,695
-0.4%
0.01%0.0%
Q3 2018$1,002,000
+11.5%
15,763
-1.4%
0.01%0.0%
Q2 2018$899,000
-15.8%
15,980
-17.7%
0.01%
-12.5%
Q1 2018$1,068,000
-18.7%
19,410
-24.1%
0.01%
-20.0%
Q4 2017$1,313,000
+76.0%
25,579
+64.4%
0.01%
+66.7%
Q3 2017$746,000
-36.8%
15,557
-42.7%
0.01%
-45.5%
Q2 2017$1,181,000
-88.5%
27,143
-88.9%
0.01%
-88.4%
Q1 2017$10,235,000
+12.8%
243,514
+1.7%
0.10%
+8.0%
Q4 2016$9,072,000
+2.3%
239,359
-0.8%
0.09%
+2.3%
Q3 2016$8,867,000
+10.7%
241,283
-0.6%
0.09%
+4.9%
Q2 2016$8,008,000
+0.2%
242,669
+0.1%
0.08%
-6.8%
Q1 2016$7,991,000
-0.7%
242,454
+0.2%
0.09%
-5.4%
Q4 2015$8,046,000
+8.7%
242,070
+3.5%
0.09%
+4.5%
Q3 2015$7,402,000
-12.5%
233,858
-2.2%
0.09%
-9.2%
Q2 2015$8,455,000
-3.1%
239,176
-2.2%
0.10%
-8.4%
Q1 2015$8,726,000244,4810.11%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q4 2020
NameSharesValueWeighting ↓
Genesee Capital Advisors, LLC 112,940$12,629,0008.27%
Hochman Cole Investment Advisors, Inc. 153,221$17,133,0007.38%
Triton Wealth Management, PLLC 68,892$7,664,0004.88%
O'Dell Group, LLC 107,588$12,031,0004.68%
NewSquare Capital LLC 199,213$22,276,0003.12%
Secure Asset Management, LLC 41,661$4,659,0002.74%
Kowal Investment Group, LLC 47,146$5,447,0002.53%
Fulcrum Equity Management 55,758$6,235,0002.49%
Transamerica Financial Advisors, Inc. 769$86,0001.78%
Gateway Advisory, LLC 72,099$8,062,0001.76%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders