Pensionmark Financial Group, LLC - FIRST TR EXCHANGE TRADED FD ownership

FIRST TR EXCHANGE TRADED FD's ticker is FXO and the CUSIP is 33734X135. A total of 210 filers reported holding FIRST TR EXCHANGE TRADED FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Pensionmark Financial Group, LLC ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q3 2023$356,664
+0.4%
9,428
+0.1%
0.07%
+2.9%
Q2 2023$355,153
-5.9%
9,421
-6.9%
0.07%
-12.7%
Q1 2023$377,618
-13.1%
10,116
-4.6%
0.08%
-21.0%
Q4 2022$434,502
+11.4%
10,608
+0.1%
0.10%
+7.5%
Q3 2022$390,000
-13.9%
10,601
-2.7%
0.09%
-2.1%
Q2 2022$453,000
-23.9%
10,891
-16.0%
0.10%
-23.4%
Q1 2022$595,000
-3.6%
12,9710.0%0.12%
-3.9%
Q4 2021$617,000
+7.5%
12,971
+0.1%
0.13%
-0.8%
Q3 2021$574,000
+8.9%
12,963
+7.5%
0.13%
+7.4%
Q2 2021$527,000
-2.8%
12,0610.0%0.12%
-7.6%
Q1 2021$542,000
+43.0%
12,061
+21.4%
0.13%
+36.5%
Q4 2020$379,000
+79.6%
9,938
+19.6%
0.10%
+33.3%
Q3 2020$211,000
-7.5%
8,3080.0%0.07%
-10.0%
Q2 2020$228,000
-22.7%
8,308
-5.6%
0.08%
-30.4%
Q4 2019$295,000
+5.0%
8,800
-0.2%
0.12%
-4.2%
Q3 2019$281,000
-1.4%
8,819
-2.5%
0.12%
-4.8%
Q2 2019$285,000
-8.7%
9,044
-12.3%
0.13%
-11.3%
Q1 2019$312,000
+2.0%
10,317
+3.0%
0.14%
+3.6%
Q4 2018$306,00010,0170.14%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q4 2022
NameSharesValueWeighting ↓
SFI Advisors, LLC 112,191$4,244,1864.15%
IronBridge Private Wealth, LLC 96,560$3,652,8661.98%
Crumly & Associates Inc. 99,083$3,748,2941.47%
Schrum Private Wealth Management LLC 26,573$1,005,2571.15%
Ballew Advisors, Inc 34,206$1,252,9501.03%
Choice Wealth Advisors, LLC 38,322$1,449,7211.02%
Privium Fund Management (UK) Ltd 30,490$1,153,4370.90%
DB Wealth Management Group, LLC 30,565$1,156,2680.73%
Secure Asset Management, LLC 58,164$2,200,3610.66%
NAVELLIER & ASSOCIATES INC 84,493$3,196,3700.55%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders