FIRST TR EXCHANGE TRADED FD's ticker is FXL and the CUSIP is 33734X176. A total of 205 filers reported holding FIRST TR EXCHANGE TRADED FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,151,293 | -3.4% | 10,358 | 0.0% | 0.14% | -5.9% |
| Q2 2023 | $1,191,536 | +7.4% | 10,358 | -1.8% | 0.15% | +3.4% |
| Q1 2023 | $1,109,361 | +14.9% | 10,546 | +0.0% | 0.15% | +9.7% |
| Q4 2022 | $965,254 | +6.8% | 10,543 | +1.1% | 0.13% | -6.3% |
| Q3 2022 | $904,000 | -7.8% | 10,425 | +0.0% | 0.14% | -4.0% |
| Q2 2022 | $981,000 | -15.3% | 10,423 | +4.5% | 0.15% | -3.2% |
| Q1 2022 | $1,158,000 | +6.0% | 9,971 | +20.5% | 0.15% | +11.6% |
| Q4 2021 | $1,092,000 | +7.5% | 8,274 | +0.0% | 0.14% | -0.7% |
| Q3 2021 | $1,016,000 | +0.4% | 8,271 | +1.5% | 0.14% | +0.7% |
| Q2 2021 | $1,012,000 | +3.8% | 8,151 | -6.5% | 0.14% | -4.2% |
| Q4 2020 | $975,000 | +17.6% | 8,716 | -4.4% | 0.14% | +2.9% |
| Q3 2020 | $829,000 | +8.4% | 9,116 | -0.6% | 0.14% | +2.9% |
| Q2 2020 | $765,000 | +38.6% | 9,169 | -1.4% | 0.14% | +7.1% |
| Q1 2020 | $552,000 | -25.4% | 9,298 | -8.9% | 0.13% | -40.1% |
| Q4 2019 | $740,000 | +9.5% | 10,202 | -1.7% | 0.21% | +3.9% |
| Q3 2019 | $676,000 | -2.2% | 10,381 | +0.0% | 0.20% | -11.3% |
| Q2 2019 | $691,000 | +29.2% | 10,378 | +2.0% | 0.23% | +8.0% |
| Q4 2018 | $535,000 | -3.3% | 10,178 | +16.9% | 0.21% | -4.5% |
| Q3 2018 | $553,000 | – | 8,710 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Genesee Capital Advisors, LLC | 112,940 | $12,629,000 | 8.27% |
| Hochman Cole Investment Advisors, Inc. | 153,221 | $17,133,000 | 7.38% |
| Triton Wealth Management, PLLC | 68,892 | $7,664,000 | 4.88% |
| O'Dell Group, LLC | 107,588 | $12,031,000 | 4.68% |
| NewSquare Capital LLC | 199,213 | $22,276,000 | 3.12% |
| Secure Asset Management, LLC | 41,661 | $4,659,000 | 2.74% |
| Kowal Investment Group, LLC | 47,146 | $5,447,000 | 2.53% |
| Fulcrum Equity Management | 55,758 | $6,235,000 | 2.49% |
| Transamerica Financial Advisors, Inc. | 769 | $86,000 | 1.78% |
| Gateway Advisory, LLC | 72,099 | $8,062,000 | 1.76% |