Baystate Wealth Management LLC - FIRST TR EXCHANGE TRADED FD ownership

FIRST TR EXCHANGE TRADED FD's ticker is FXL and the CUSIP is 33734X176. A total of 196 filers reported holding FIRST TR EXCHANGE TRADED FD in Q1 2023. 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
Q4 2023$33,839
+15.6%
264
+0.4%
0.00%0.0%
Q3 2023$29,283
-3.4%
2630.0%0.00%0.0%
Q2 2023$30,301
+9.4%
2630.0%0.00%0.0%
Q1 2023$27,697
+115304.2%
2630.0%0.00%0.0%
Q4 2022$24
-99.9%
263
+0.4%
0.00%0.0%
Q3 2022$23,000
-8.0%
2620.0%0.00%0.0%
Q2 2022$25,000
-16.7%
2620.0%0.00%
-33.3%
Q1 2022$30,000
-14.3%
2620.0%0.00%0.0%
Q4 2021$35,000
+9.4%
2620.0%0.00%0.0%
Q3 2021$32,000
-3.0%
262
+0.4%
0.00%0.0%
Q2 2021$33,000
+10.0%
2610.0%0.00%0.0%
Q1 2021$30,000
+3.4%
2610.0%0.00%0.0%
Q4 2020$29,000
+20.8%
261
-0.4%
0.00%0.0%
Q3 2020$24,000
+9.1%
262
+0.4%
0.00%0.0%
Q2 2020$22,000
+37.5%
261
-0.4%
0.00%
+50.0%
Q1 2020$16,000
-15.8%
2620.0%0.00%0.0%
Q4 2019$19,000
+11.8%
2620.0%0.00%0.0%
Q3 2019$17,000
-5.6%
262
+0.4%
0.00%0.0%
Q2 2019$18,0000.0%2610.0%0.00%0.0%
Q1 2019$18,000
+20.0%
261
+0.4%
0.00%0.0%
Q4 2018$15,0000.0%2600.0%0.00%
-33.3%
Q3 2018$15,0000.0%2600.0%0.00%
+50.0%
Q2 2018$15,000
+7.1%
2600.0%0.00%0.0%
Q1 2018$14,000
-6.7%
2600.0%0.00%0.0%
Q4 2017$15,000
+15.4%
2600.0%0.00%0.0%
Q3 2017$13,000
+8.3%
260
-0.4%
0.00%0.0%
Q2 2017$12,000
+9.1%
261
+0.4%
0.00%0.0%
Q1 2017$11,0002600.00%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q1 2023
NameSharesValueWeighting ↓
Genesee Capital Advisors, LLC 112,385$15,313,6257.51%
Choice Wealth Advisors, LLC 58,717$8,000,7954.24%
Schrum Private Wealth Management LLC 23,544$3,208,1062.89%
Triton Wealth Management, PLLC 33,520$4,638,1922.71%
RVW Wealth, LLC 194,534$26,507,1902.64%
Socha Financial Group, LLC 35,224$4,799,6222.25%
IronBridge Private Wealth, LLC 34,171$4,656,1431.74%
Kowal Investment Group, LLC 50,897$6,935,2661.38%
Virtue Capital Management, LLC 49,300$6,831,5381.17%
Paragon Private Wealth Management, LLC 14,052$1,914,7261.08%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders