Fort Point Capital Partners LLC - FIRST TR EXCHANGE-TRADED FD ownership

FIRST TR EXCHANGE-TRADED FD's ticker is FID and the CUSIP is 33738R688. A total of 48 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Fort Point Capital Partners LLC ownership history of FIRST TR EXCHANGE-TRADED FD
ValueSharesWeighting
Q2 2024$625,184
-15.1%
39,770
-13.8%
0.08%
-19.4%
Q1 2024$736,045
-18.6%
46,147
-17.8%
0.10%
-24.0%
Q4 2023$904,783
-32.4%
56,128
-38.4%
0.13%
-36.8%
Q3 2023$1,338,832
-70.3%
91,139
-68.9%
0.20%
-68.0%
Q2 2023$4,511,262
-16.8%
293,320
-15.0%
0.64%
-22.6%
Q1 2023$5,420,017
+4.7%
345,224
+2.1%
0.82%
+1.9%
Q4 2022$5,178,923
-19.5%
338,050
-27.8%
0.81%
-24.7%
Q3 2022$6,433,000
-29.3%
468,210
-17.9%
1.07%
-27.8%
Q2 2022$9,100,000
-21.3%
570,194
-9.3%
1.49%
-7.8%
Q1 2022$11,558,000
+5.1%
628,837
+1.1%
1.61%
+9.1%
Q4 2021$10,998,000
-2.0%
621,771
-3.0%
1.48%
-12.3%
Q3 2021$11,226,000
-15.6%
640,747
-12.5%
1.68%
-30.9%
Q2 2021$13,294,000
+21.6%
732,462
+18.2%
2.44%
+3.7%
Q1 2021$10,932,000
+49.2%
619,813
+37.5%
2.35%
+39.9%
Q4 2020$7,328,000
+38.3%
450,674
+20.4%
1.68%
+25.7%
Q3 2020$5,297,000374,3331.34%
Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q2 2023
NameSharesValueWeighting ↓
Wagner Wealth Management, LLC 545,634$8,577,3642.56%
BlueChip Wealth Advisors LLC 69,036$1,085,2460.64%
Hobart Private Capital, LLC 139,590$2,194,3550.62%
Lansing Street Advisors 28,395$446,3630.19%
Bright Futures Wealth Management, LLC. 14,842$238,2210.13%
NBC SECURITIES, INC. 85,199$1,3390.12%
TWIN PEAKS WEALTH ADVISORS, LLC 15,503$243,7130.12%
FSB PREMIER WEALTH MANAGEMENT, INC. 15,022$236,1410.11%
IAMS WEALTH MANAGEMENT, LLC 11,332$178,1390.10%
Fort Point Capital Partners LLC 39,770$625,1840.08%
View complete list of FIRST TR EXCHANGE-TRADED FD shareholders