SVB WEALTH LLC - FIRST TR EXCHANGE TRADED FD ownership

FIRST TR EXCHANGE TRADED FD's ticker is FXH and the CUSIP is 33734X143. A total of 182 filers reported holding FIRST TR EXCHANGE TRADED FD in Q1 2020. The put-call ratio across all filers is 20.50 and the average weighting 0.2%.

Quarter-by-quarter ownership
SVB WEALTH LLC ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q3 2023$680,120
-10.3%
7,0000.0%0.02%
+7.1%
Q2 2023$758,170
+0.7%
7,0000.0%0.01%
+27.3%
Q1 2023$752,710
-1.1%
7,0000.0%0.01%
+10.0%
Q4 2022$761,110
+11.9%
7,0000.0%0.01%0.0%
Q3 2022$680,000
-8.4%
7,000
-2.8%
0.01%
-9.1%
Q2 2022$742,000
-10.2%
7,2000.0%0.01%0.0%
Q1 2022$826,000
-4.9%
7,200
+2.9%
0.01%
-21.4%
Q4 2021$869,000
-1.4%
7,000
-5.4%
0.01%
+27.3%
Q3 2021$881,000
+1.6%
7,4000.0%0.01%0.0%
Q2 2021$867,000
+7.8%
7,4000.0%0.01%0.0%
Q1 2021$804,000
+0.8%
7,4000.0%0.01%
-8.3%
Q4 2020$798,000
+13.8%
7,4000.0%0.01%0.0%
Q3 2020$701,000
+11.1%
7,400
+5.7%
0.01%0.0%
Q2 2020$631,000
+21.8%
7,0000.0%0.01%
-7.7%
Q1 2020$518,000
-12.1%
7,0000.0%0.01%
+18.2%
Q4 2019$589,000
+8.3%
7,000
-4.8%
0.01%0.0%
Q3 2019$544,000
-4.4%
7,3500.0%0.01%
-42.1%
Q2 2019$569,0007,3500.02%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q1 2020
NameSharesValueWeighting ↓
NAVELLIER & ASSOCIATES INC 314,992$23,379,0003.25%
Shamrock Asset Management LLC 67,445$5,006,0003.04%
BREITER CAPITAL MANAGEMENT INC 15,967$1,185,0001.66%
Smart Money Group LLC 16,746$1,243,0001.11%
Risk Paradigm Group, LLC 7,476$554,869,0001.07%
NORTHWEST WEALTH MANAGEMENT, LLC 15,572$1,156,0000.87%
Premia Global Advisors, LLC 17,712$407,0000.53%
Segment Wealth Management, LLC 30,286$2,248,0000.53%
Keeler Thomas Management LLC 7,700$571,0000.53%
PACIFIC SUN FINANCIAL CORP 5,170$408,0000.42%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders