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 208 filers reported holding FIRST TR EXCHANGE TRADED FD in Q3 2021. The put-call ratio across all filers is 3.75 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 Q3 2021
NameSharesValueWeighting ↓
Holistic Financial Partners 49,491$4,808,5603.19%
Masso Torrence Wealth Management Inc. 36,555$3,551,6872.73%
Schrum Private Wealth Management LLC 15,138$1,470,7661.68%
IAMS WEALTH MANAGEMENT, LLC 19,240$1,869,3581.29%
ERn Financial, LLC 43,026$4,180,4140.91%
Spectrum Wealth Advisory Group, LLC 6,548$636,2460.88%
Coppell Advisory Solutions LLC 23,278$2,531,0080.87%
EUDAIMONIA ADVISORS LLC 9,229$896,7100.63%
DB Wealth Management Group, LLC 9,214$895,2320.56%
Blackhawk Capital Partners LLC. 7,724$750,4640.55%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders