Baystate Wealth Management LLC - FIRST TR EXCHANGE TRADED FD ownership

FIRST TR EXCHANGE TRADED FD's ticker is FPX and the CUSIP is 336920103. A total of 165 filers reported holding FIRST TR EXCHANGE TRADED FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q3 2023$11,757
-4.8%
1400.0%0.00%0.0%
Q2 2023$12,344
+4.9%
1400.0%0.00%0.0%
Q1 2023$11,767
+106872.7%
1400.0%0.00%0.0%
Q4 2022$11
-99.9%
1400.0%0.00%0.0%
Q3 2022$11,000
-8.3%
1400.0%0.00%0.0%
Q2 2022$12,000
-20.0%
1400.0%0.00%0.0%
Q1 2022$15,000
-11.8%
1400.0%0.00%
-50.0%
Q4 2021$17,0000.0%1400.0%0.00%0.0%
Q3 2021$17,000
-5.6%
1400.0%0.00%0.0%
Q2 2021$18,000
+5.9%
1400.0%0.00%0.0%
Q1 2021$17,0000.0%1400.0%0.00%0.0%
Q4 2020$17,000
+21.4%
1400.0%0.00%0.0%
Q3 2020$14,000
+16.7%
1400.0%0.00%
+100.0%
Q2 2020$12,000
+33.3%
1400.0%0.00%0.0%
Q1 2020$9,000
-18.2%
1400.0%0.00%0.0%
Q4 2019$11,0000.0%1400.0%0.00%0.0%
Q3 2019$11,0000.0%1400.0%0.00%0.0%
Q2 2019$11,0000.0%1400.0%0.00%0.0%
Q1 2019$11,000
+10.0%
1400.0%0.00%0.0%
Q4 2018$10,0000.0%1400.0%0.00%
-50.0%
Q3 2018$10,0000.0%1400.0%0.00%
+100.0%
Q2 2018$10,0001400.00%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q4 2022
NameSharesValueWeighting ↓
Spectrum Wealth Advisory Group, LLC 26,909$2,095,0004.28%
Sequoia Wealth Management, LLC 54,076$4,321,0004.09%
Ahrens Investment Partners LLC 71,590$5,578,0002.53%
Golden State Wealth Management, LLC 49,853$3,884,0001.23%
PACIFIC SUN FINANCIAL CORP 11,626$906,0000.87%
Cetera Investment Advisers 82,976$6,463,0000.83%
Capital Advisory Group Advisory Services, LLC 15,090$1,178,0000.79%
Concentrum Wealth Management 7,137$556,0000.67%
SignalPoint Asset Management, LLC 16,731$1,303,0000.62%
Global Trust Asset Management, LLC 11,703$912,0000.61%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders