Fernwood Investment 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 173 filers reported holding FIRST TR EXCHANGE TRADED FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Fernwood Investment Management, LLC ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q3 2023$1,316,077
-4.5%
15,672
+0.3%
0.47%
-3.3%
Q2 2023$1,378,246
+8.2%
15,632
+3.2%
0.49%0.0%
Q1 2023$1,273,574
+4.6%
15,153
-2.1%
0.49%
-3.0%
Q4 2022$1,217,749
+0.1%
15,477
+3.1%
0.50%
-1.8%
Q3 2022$1,216,000
+0.4%
15,011
+1.9%
0.51%
-1.7%
Q2 2022$1,211,000
-24.2%
14,736
+0.6%
0.52%
-7.0%
Q1 2022$1,598,000
-11.6%
14,650
-0.7%
0.56%
-5.1%
Q4 2021$1,807,000
-0.1%
14,750
+0.6%
0.59%
-5.0%
Q3 2021$1,809,000
-3.1%
14,661
+0.2%
0.62%
+0.8%
Q2 2021$1,866,000
+7.0%
14,635
-0.0%
0.62%
-3.7%
Q1 2021$1,744,000
+0.7%
14,6360.0%0.64%
-6.1%
Q4 2020$1,732,000
+26.6%
14,636
+3.4%
0.68%
+5.7%
Q3 2020$1,368,000
+14.0%
14,151
-1.2%
0.65%
+8.9%
Q2 2020$1,200,000
+114.3%
14,320
+61.0%
0.59%
+65.6%
Q1 2020$560,0008,8950.36%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q4 2020
NameSharesValueWeighting ↓
Cassia Capital Partners, LLC 47,948$4,026,6113.30%
Ascension Capital Advisors, Inc. 45,172$3,793,4542.18%
Ethos Financial Group, LLC 75,624$6,350,7521.64%
Spectrum Wealth Advisory Group, LLC 12,651$1,062,3681.47%
TMD Wealth Management, LLC 47,705$4,006,1741.14%
SRS Capital Advisors, Inc. 92,469$7,765,3920.97%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 169,028$5,375,7600.74%
Hibernia Wealth Partners, LLC 9,933$834,1630.65%
Kraft, Davis & Associates, LLC 18,073$1,458,1690.55%
PCG Wealth Advisors, LLC 9,876$829,3940.54%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders