FIRST TR EXCHANGE-TRADED FD's ticker is FTXR and the CUSIP is 33738R795.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,978 | -5.3% | 1,031 | +0.3% | 0.00% | -25.0% |
| Q2 2023 | $30,610 | +9.9% | 1,028 | +0.3% | 0.00% | +33.3% |
| Q1 2023 | $27,858 | +8.4% | 1,025 | +0.6% | 0.00% | 0.0% |
| Q4 2022 | $25,692 | +7.0% | 1,019 | +0.7% | 0.00% | 0.0% |
| Q3 2022 | $24,000 | -7.7% | 1,012 | +0.4% | 0.00% | 0.0% |
| Q2 2022 | $26,000 | -21.2% | 1,008 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $33,000 | -5.7% | 1,008 | +0.6% | 0.00% | 0.0% |
| Q4 2021 | $35,000 | +12.9% | 1,002 | +0.2% | 0.00% | 0.0% |
| Q3 2021 | $31,000 | – | 1,000 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| J Arnold Wealth Management Co | 970,311 | $31,934,000 | 17.65% |
| O'Dell Group, LLC | 396,172 | $13,042,000 | 4.57% |
| Holistic Financial Partners | 142,933 | $4,705,000 | 3.10% |
| NewSquare Capital LLC | 696,315 | $22,923,000 | 3.00% |
| Gateway Advisory, LLC | 252,432 | $8,310,000 | 2.10% |
| Transamerica Financial Advisors, Inc. | 2,085 | $69,000 | 1.68% |
| MinichMacGregor Wealth Management, LLC | 112,179 | $3,692,000 | 1.38% |
| Secure Asset Management, LLC | 70,773 | $2,330,000 | 1.30% |
| TriaGen Wealth Management LLC | 48,848 | $1,608,000 | 0.92% |
| FIRST TRUST ADVISORS LP | 18,192,189 | $598,887,000 | 0.72% |