FIRST TR EXCHANGE-TRADED FD's ticker is FTXG and the CUSIP is 33738R852.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,008,890 | -10.7% | 42,605 | -1.1% | 0.01% | -10.0% |
| Q2 2023 | $1,129,423 | +18.9% | 43,075 | +21.9% | 0.01% | +11.1% |
| Q1 2023 | $949,875 | +101274.1% | 35,338 | +2.1% | 0.01% | – |
| Q4 2022 | $937 | -99.9% | 34,628 | -1.6% | 0.00% | -100.0% |
| Q3 2022 | $874,000 | +4.2% | 35,174 | +7.5% | 0.01% | +42.9% |
| Q2 2022 | $839,000 | – | 32,727 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| O'Dell Group, LLC | 626,789 | $16,434,407 | 4.67% |
| NewSquare Capital LLC | 536,591 | $14,069,416 | 1.46% |
| MinichMacGregor Wealth Management, LLC | 147,038 | $3,855,334 | 1.20% |
| WCG Wealth Advisors LLC | 327,573 | $8,589 | 1.00% |
| HFG Advisors, Inc. | 33,658 | $882,507 | 0.93% |
| TriaGen Wealth Management LLC | 71,254 | $1,868,280 | 0.86% |
| WealthCare Investment Partners, LLC | 52,015 | $1,377,875 | 0.83% |
| DB Wealth Management Group, LLC | 51,455 | $1,349,161 | 0.83% |
| WMG Financial Advisors, LLC | 41,047 | $1,076,250 | 0.79% |
| FIRST TRUST ADVISORS LP | 25,521,540 | $669,174,778 | 0.76% |