WealthPLAN Partners, LLC - FIRST TR EXCHANGE TRADED FD ownership

FIRST TR EXCHANGE TRADED FD's ticker is FXH and the CUSIP is 33734X143. A total of 218 filers reported holding FIRST TR EXCHANGE TRADED FD in Q4 2020. The put-call ratio across all filers is 5.22 and the average weighting 0.2%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q4 2023$886,360
-3.4%
8,559
-9.4%
0.09%
-15.0%
Q3 2023$917,931
-10.3%
9,4480.0%0.11%
-26.2%
Q2 2023$1,023,264
-0.5%
9,448
-1.2%
0.14%
+23.9%
Q1 2023$1,028,466
-5.1%
9,564
-1.4%
0.12%
+53.9%
Q4 2022$1,084,243
-49.0%
9,695
-51.3%
0.08%
-48.3%
Q1 2022$2,124,000
-11.1%
19,918
-7.8%
0.15%
-6.4%
Q4 2021$2,389,000
-6.8%
21,606
-0.0%
0.16%
-7.6%
Q3 2021$2,562,000
-2.3%
21,607
-0.6%
0.17%
-8.1%
Q2 2021$2,622,000
+4.4%
21,727
-1.3%
0.18%
-5.1%
Q1 2021$2,511,000
+2.3%
22,019
-0.3%
0.20%
-6.7%
Q4 2020$2,454,000
+7.6%
22,096
-1.4%
0.21%
-5.9%
Q3 2020$2,281,000
+9.2%
22,421
+1.9%
0.22%
+2.8%
Q2 2020$2,088,000
+9.7%
21,999
+0.2%
0.22%
-12.6%
Q1 2020$1,904,000
-1.6%
21,954
+0.2%
0.25%
+8.3%
Q4 2019$1,934,000
+8.7%
21,905
-2.5%
0.23%
-6.2%
Q3 2019$1,779,000
+0.7%
22,463
-2.3%
0.24%
-8.6%
Q2 2019$1,766,000
+2.9%
22,994
-2.9%
0.27%
-0.7%
Q1 2019$1,716,000
-6.2%
23,675
-0.3%
0.27%
-8.8%
Q4 2018$1,830,000
+17.0%
23,758
+10.8%
0.29%
+3.2%
Q3 2018$1,564,000
-20.9%
21,447
-11.7%
0.28%
-29.6%
Q2 2018$1,978,000
+6.2%
24,293
-2.5%
0.40%
-1.0%
Q1 2018$1,863,000
+16.7%
24,912
+8.9%
0.41%
-4.4%
Q4 2017$1,597,000
+1.7%
22,880
-1.8%
0.43%
-2.7%
Q3 2017$1,570,000
-3.5%
23,291
-4.3%
0.44%
-5.8%
Q2 2017$1,627,000
-98.8%
24,332
+1047.2%
0.47%
+2.2%
Q1 2017$131,524,000
-92.5%
2,121
-92.7%
0.46%
-19.7%
Q3 2016$1,748,137,000
+1.5%
29,121
-8.0%
0.57%
+157.5%
Q2 2016$1,722,903,000
-6.7%
31,650
-10.6%
0.22%
-26.3%
Q4 2015$1,847,587,000
+4296614.0%
35,401
+5628.3%
0.30%
+1478.9%
Q2 2015$43,000
-97.8%
618
-97.9%
0.02%
-97.9%
Q1 2015$1,927,00028,8060.90%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q4 2020
NameSharesValueWeighting ↓
Kingsbury Capital Investment Advisors LLC 27,219$3,121,0003.44%
Schrum Private Wealth Management LLC 15,138$1,669,0001.68%
Wagner Wealth Management, LLC 17,683$2,028,0001.42%
Nauset Wealth Management. LLC 13,846$1,588,0001.26%
Virtue Capital Management, LLC 68,849$7,894,0001.24%
Smart Money Group LLC 14,568$1,670,0001.12%
DB Wealth Management Group, LLC 12,576$1,442,0000.87%
Spectrum Wealth Advisory Group, LLC 7,086$812,0000.78%
Kore Private Wealth LLC 42,588$4,883,0000.61%
Alliance Wealth Advisors, LLC 6,040$693,0000.58%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders