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

FIRST TR EXCHANGE TRADED FD's ticker is FXH and the CUSIP is 33734X143. A total of 240 filers reported holding FIRST TR EXCHANGE TRADED FD in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.

Quarter-by-quarter ownership
Tortoise Investment Management, LLC ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q3 2023$5,538
-10.3%
570.0%0.00%0.0%
Q2 2023$6,174
+0.7%
570.0%0.00%0.0%
Q1 2023$6,129
-7.6%
57
-6.6%
0.00%0.0%
Q4 2022$6,633
+10.6%
610.0%0.00%0.0%
Q3 2022$6,0000.0%610.0%0.00%0.0%
Q2 2022$6,000
-14.3%
610.0%0.00%0.0%
Q1 2022$7,000
-12.5%
610.0%0.00%0.0%
Q4 2021$8,000
-76.5%
61
-78.8%
0.00%
-85.7%
Q3 2021$34,0000.0%2880.0%0.01%0.0%
Q2 2021$34,000
+9.7%
2880.0%0.01%0.0%
Q1 2021$31,000
-13.9%
288
-14.0%
0.01%
-12.5%
Q4 2020$36,000
+12.5%
335
-0.6%
0.01%0.0%
Q3 2020$32,000
+3.2%
337
-1.5%
0.01%0.0%
Q2 2020$31,000
+24.0%
3420.0%0.01%
+14.3%
Q1 2020$25,000
-13.8%
3420.0%0.01%0.0%
Q4 2019$29,000
+16.0%
3420.0%0.01%
+16.7%
Q3 2019$25,000
-3.8%
3420.0%0.01%
-14.3%
Q2 2019$26,0000.0%3420.0%0.01%0.0%
Q1 2019$26,000
+8.3%
3420.0%0.01%
+16.7%
Q4 2018$24,000
-17.2%
3420.0%0.01%
-25.0%
Q3 2018$29,000
+16.0%
3420.0%0.01%
+14.3%
Q2 2018$25,000
+4.2%
3420.0%0.01%0.0%
Q1 2018$24,0000.0%3420.0%0.01%0.0%
Q4 2017$24,000
+4.3%
3420.0%0.01%0.0%
Q3 2017$23,0000.0%3420.0%0.01%0.0%
Q2 2017$23,000
+9.5%
3420.0%0.01%0.0%
Q1 2017$21,000
+5.0%
3420.0%0.01%0.0%
Q4 2016$20,000
-4.8%
3420.0%0.01%0.0%
Q3 2016$21,000
+5.0%
3420.0%0.01%0.0%
Q2 2016$20,000
+5.3%
3420.0%0.01%0.0%
Q1 2016$19,000
-9.5%
3420.0%0.01%
-12.5%
Q4 2015$21,000
+5.0%
3420.0%0.01%0.0%
Q3 2015$20,000
-16.7%
3420.0%0.01%
-11.1%
Q2 2015$24,000
+4.3%
3420.0%0.01%0.0%
Q1 2015$23,000
+9.5%
3420.0%0.01%
+12.5%
Q4 2014$21,000
+10.5%
3420.0%0.01%0.0%
Q3 2014$19,000
+5.6%
3420.0%0.01%0.0%
Q2 2014$18,000
+5.9%
3420.0%0.01%0.0%
Q1 2014$17,000
-46.9%
342
-50.0%
0.01%
-11.1%
Q4 2013$32,000
+113.3%
684
+100.0%
0.01%0.0%
Q3 2013$15,000
+7.1%
3420.0%0.01%0.0%
Q2 2013$14,000
+7.7%
3420.0%0.01%0.0%
Q1 2013$13,000
+18.2%
3420.0%0.01%0.0%
Q4 2012$11,0003420.01%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q3 2023
NameSharesValueWeighting ↓
J Arnold Wealth Management Co 116,706$12,579,0007.43%
IronBridge Private Wealth, LLC 63,592$6,854,0005.06%
Fulcrum Equity Management 51,299$5,529,0002.20%
DB Wealth Management Group, LLC 24,936$2,688,0001.98%
Smart Money Group LLC 15,788$1,702,0001.43%
Wagner Wealth Management, LLC 12,884$1,389,0001.32%
FIFTH THIRD SECURITIES, INC. 24,938$2,688,0001.27%
NAVELLIER & ASSOCIATES INC 54,694$5,895,0001.07%
Spectrum Wealth Advisory Group, LLC 7,588$818,0000.92%
PGIM Custom Harvest LLC 23,267$2,594,0000.85%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders