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 2014 | $264,151,000 | +23.4% | 8,223,888 | +31.2% | 6.25% | +15.9% |
| Q2 2014 | $213,997,000 | -26.9% | 6,266,375 | -28.8% | 5.39% | -35.7% |
| Q1 2014 | $292,909,000 | +103.5% | 8,796,053 | +98.1% | 8.39% | +72.6% |
| Q4 2013 | $143,959,000 | +428.8% | 4,441,109 | +373.5% | 4.86% | +31.1% |
| Q3 2013 | $27,226,000 | – | 937,874 | – | 3.71% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fulcrum Equity Management | 486,838 | $17,585,000 | 8.38% |
| Aveo Capital Partners, LLC | 42,799 | $1,676,000 | 0.73% |
| Quad-Cities Investment Group, LLC | 20,581 | $796,000 | 0.70% |
| PACIFIC SUN FINANCIAL CORP | 5,695 | $220,000 | 0.21% |
| WealthBridge Capital Management, LLC | 6,393 | $214,000 | 0.20% |
| ACG Wealth | 17,626 | $680,000 | 0.09% |
| AlphaStar Capital Management, LLC | 5,785 | $223,000 | 0.06% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 13,903 | $536,000 | 0.05% |
| Prospera Financial Services Inc | 9,457 | $365,000 | 0.04% |
| NEXT Financial Group, Inc | 9,295 | $359,000 | 0.04% |