FIRST TR EXCHANGE TRADED FD's ticker is FXN and the CUSIP is 33734X127.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $214,103 | +11.4% | 12,291 | +0.1% | 0.02% | +15.4% |
Q2 2023 | $192,127 | +0.9% | 12,284 | +0.1% | 0.01% | 0.0% |
Q1 2023 | $190,500 | -9.0% | 12,274 | +0.2% | 0.01% | -13.3% |
Q4 2022 | $209,359 | +9.6% | 12,250 | +0.1% | 0.02% | 0.0% |
Q3 2022 | $191,000 | +4.9% | 12,239 | -0.7% | 0.02% | +15.4% |
Q2 2022 | $182,000 | -10.8% | 12,330 | -3.8% | 0.01% | 0.0% |
Q1 2022 | $204,000 | – | 12,817 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Savior LLC | 92,876 | $1,617,902 | 11.23% |
Crumly & Associates Inc. | 519,401 | $9,047,973 | 3.55% |
PCG Wealth Advisors, LLC | 177,576 | $3,093,400 | 2.03% |
IronBridge Private Wealth, LLC | 189,592 | $3,302,693 | 1.79% |
Trinity Wealth Management, LLC | 165,045 | $2,875,084 | 1.78% |
Owen LaRue, LLC | 47,500 | $827,450 | 0.91% |
StoneX Group Inc. | 371,845 | $6,478 | 0.89% |
Avestar Capital, LLC | 274,907 | $4,788,880 | 0.68% |
Stonebridge Financial Planning Group, LLC | 60,358 | $1,051,430 | 0.67% |
TAP Consulting, LLC | 144,533 | $2,517,760 | 0.65% |