INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - FIRST TR EXCHANGE TRADED FD ownership

FIRST TR EXCHANGE TRADED FD's ticker is FXL and the CUSIP is 33734X176. A total of 190 filers reported holding FIRST TR EXCHANGE TRADED FD in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q2 2024$77,123
+1.1%
5660.0%0.01%0.0%
Q1 2024$76,308
+644.8%
566
+607.5%
0.01%
+500.0%
Q4 2023$10,246
+15.2%
800.0%0.00%
+100.0%
Q3 2023$8,892
-3.4%
800.0%0.00%0.0%
Q2 2023$9,203
+9.4%
800.0%0.00%0.0%
Q1 2023$8,415
+14.9%
800.0%0.00%0.0%
Q4 2022$7,324
+4.6%
800.0%0.00%0.0%
Q3 2022$7,000
-12.5%
800.0%0.00%0.0%
Q2 2022$8,000
-11.1%
800.0%0.00%0.0%
Q1 2022$9,000
-18.2%
800.0%0.00%
-50.0%
Q4 2021$11,000
+10.0%
800.0%0.00%0.0%
Q3 2021$10,0000.0%800.0%0.00%0.0%
Q2 2021$10,000
+11.1%
800.0%0.00%0.0%
Q1 2021$9,000
-50.0%
80
-50.6%
0.00%
-50.0%
Q4 2020$18,000
+20.0%
1620.0%0.00%
+33.3%
Q3 2020$15,000
+7.1%
1620.0%0.00%0.0%
Q2 2020$14,000
+40.0%
1620.0%0.00%
+50.0%
Q1 2020$10,000
-16.7%
1620.0%0.00%
-33.3%
Q4 2019$12,000
+9.1%
1620.0%0.00%
+50.0%
Q3 2019$11,0000.0%1620.0%0.00%0.0%
Q2 2019$11,000
-8.3%
162
-16.5%
0.00%
-33.3%
Q1 2019$12,000
+20.0%
1940.0%0.00%
+50.0%
Q4 2018$10,000
-16.7%
1940.0%0.00%0.0%
Q3 2018$12,000
+9.1%
1940.0%0.00%0.0%
Q2 2018$11,0000.0%1940.0%0.00%0.0%
Q1 2018$11,0001940.00%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q2 2019
NameSharesValueWeighting ↓
Genesee Capital Advisors, LLC 134,561$15,629,0008.15%
Triton Wealth Management, PLLC 91,480$10,694,0005.54%
WIN ADVISORS, INC 168,105$19,525,0005.13%
Socha Financial Group, LLC 35,458$4,118,4473.38%
Schrum Private Wealth Management LLC 24,902$2,671,0002.68%
Kowal Investment Group, LLC 54,082$6,282,0001.92%
Paragon Private Wealth Management, LLC 18,617$1,954,0001.91%
HFG Advisors, Inc. 11,166$1,297,0001.48%
Astor Investment Management LLC 42,038$4,882,0001.16%
MTM Investment Management, LLC 18,999$2,207,0001.07%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders