Dynamic Advisor Solutions LLC - FIRST TR EXCHANGE TRADED FD ownership

FIRST TR EXCHANGE TRADED FD's ticker is FPXI and the CUSIP is 33734X853. A total of 90 filers reported holding FIRST TR EXCHANGE TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q2 2024$364,840
-8.3%
7,753
-10.0%
0.01%
-15.4%
Q1 2024$397,689
+4.5%
8,612
-6.1%
0.01%
-7.1%
Q4 2023$380,414
-9.3%
9,169
-16.1%
0.01%
-30.0%
Q3 2023$419,627
-40.7%
10,922
-39.4%
0.02%
-45.9%
Q2 2023$707,641
-7.7%
18,024
-4.1%
0.04%
-17.8%
Q1 2023$766,680
+10.1%
18,800
+4.9%
0.04%
-6.2%
Q4 2022$696,420
+6.8%
17,921
-1.8%
0.05%
-4.0%
Q3 2022$652,000
-11.5%
18,254
+7.3%
0.05%
-12.3%
Q2 2022$737,000
-20.9%
17,008
-11.1%
0.06%
-12.3%
Q1 2022$932,000
-8.1%
19,122
+8.7%
0.06%
-9.7%
Q4 2021$1,014,000
-4.2%
17,596
+6.5%
0.07%
-10.0%
Q3 2021$1,059,000
+0.9%
16,524
+7.6%
0.08%
-3.6%
Q2 2021$1,050,000
+38.7%
15,360
+33.8%
0.08%
+18.6%
Q1 2021$757,000
+22.5%
11,481
+27.8%
0.07%
+20.7%
Q4 2020$618,000
+28.0%
8,986
+5.8%
0.06%
+5.5%
Q3 2020$483,000
+28.8%
8,496
+14.9%
0.06%
+7.8%
Q2 2020$375,000
+84.7%
7,394
+46.7%
0.05%
+82.1%
Q4 2019$203,0005,0390.03%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q4 2023
NameSharesValueWeighting ↓
Spectrum Wealth Advisory Group, LLC 80,308$3,916,0003.78%
TOTAL INVESTMENT MANAGEMENT INC 400,672$19,537,0003.74%
FINANCIAL CONSULATE, INC 193,207$9,421,0003.62%
Kowal Investment Group, LLC 240,635$11,733,0003.58%
Bickling Financial Services, Inc. 137,504$6,705,0003.44%
Integrity Financial Corp /WA 64,191$3,130,0002.56%
Alpha Omega Group, Inc. 49,960$2,436,0002.45%
Savior LLC 59,637$2,960,0002.20%
Octavia Wealth Advisors, LLC 134,097$6,539,0001.45%
Ten Capital Wealth Advisors, LLC 67,615$3,297,0001.38%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders