Fernwood Investment Management, LLC - FIRST TR EXCHANGE TRADED FD ownership

Back to all holdings Add to watchlist

FIRST TR EXCHANGE TRADED FD's ticker is FPX and the CUSIP is 336920103. A total of 189 filers reported holding FIRST TR EXCHANGE TRADED FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Links
Filings
External links
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$560,000–8,895–0.36%–
 Download
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q1 2022
NameSharesValueWeighting ↓
Spectrum Wealth Advisory Group, LLC 56,126$4,203,0006.57%
AFFINITY WEALTH MANAGEMENT LLC 91,266$12,677,0005.03%
Sequoia Wealth Management, LLC 56,986$4,274,0003.46%
Ahrens Investment Partners LLC 73,240$5,485,0002.50%
Insight Wealth Strategies, LLC 103,777$5,606,0001.57%
Golden State Wealth Management, LLC 44,616$3,341,0001.12%
Capital Advisory Group Advisory Services, LLC 15,110$1,131,0000.81%
Cetera Investment Advisers 65,398$4,890,0000.69%
Concentrum Wealth Management 6,807$510,0000.67%
SignalPoint Asset Management, LLC 17,239$1,291,0000.56%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders