NewSquare Capital LLC - FIRST TR EXCHANGE TRADED FD ownership

FIRST TR EXCHANGE TRADED FD's ticker is FXZ and the CUSIP is 33734X168. A total of 141 filers reported holding FIRST TR EXCHANGE TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
NewSquare Capital LLC ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q4 2023$119,990
+2.3%
1,740
-6.5%
0.01%
-8.3%
Q3 2023$117,245
-58.0%
1,860
-57.2%
0.01%
-58.6%
Q2 2023$278,906
-94.6%
4,345
-94.5%
0.03%
-95.2%
Q1 2023$5,154,075
-11.2%
78,905
-17.6%
0.61%
-15.9%
Q4 2022$5,805,128
-58.8%
95,810
-64.7%
0.72%
-58.9%
Q3 2022$14,077,000
+81.9%
271,390
+98.2%
1.76%
+77.6%
Q2 2022$7,740,000
-58.9%
136,940
-47.9%
0.99%
-50.4%
Q1 2022$18,821,000
+313583.3%
262,760
+172768.4%
2.00%
+199500.0%
Q4 2019$6,0000.0%1520.0%0.00%0.0%
Q3 2019$6,0000.0%1520.0%0.00%0.0%
Q2 2019$6,0000.0%1520.0%0.00%0.0%
Q1 2019$6,000
+20.0%
1520.0%0.00%0.0%
Q4 2018$5,000
-16.7%
1520.0%0.00%0.0%
Q3 2018$6,0000.0%1520.0%0.00%0.0%
Q2 2018$6,0000.0%1520.0%0.00%0.0%
Q1 2018$6,000
-14.3%
1520.0%0.00%
-50.0%
Q4 2017$7,0001520.00%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q4 2023
NameSharesValueWeighting ↓
SignalPoint Asset Management, LLC 85,625$2,272,0001.84%
Beaumont Financial Partners, LLC 226,879$6,021,0000.56%
Prospera Financial Services Inc 34,563$931,0000.43%
FDx Advisors, Inc. 66,801$1,773,0000.23%
WealthTrust Fairport, LLC 48,448$1,286,0000.23%
NAVELLIER & ASSOCIATES INC 120,135$3,188,0000.15%
Regal Investment Advisors LLC 6,294$167,0000.09%
HighTower Advisors, LLC 91,286$2,423,0000.07%
Placemark Investments, Inc. 106,773$2,831,0000.06%
STIFEL NICOLAUS & CO INC \MO\ 126,313$3,352,347,0000.06%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders