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 112,385$15,313,6257.51%
Choice Wealth Advisors, LLC 58,717$8,000,7954.24%
Schrum Private Wealth Management LLC 23,544$3,208,1062.89%
Triton Wealth Management, PLLC 33,520$4,638,1922.71%
RVW Wealth, LLC 194,534$26,507,1902.64%
Socha Financial Group, LLC 35,224$4,799,6222.25%
IronBridge Private Wealth, LLC 34,171$4,656,1431.74%
Kowal Investment Group, LLC 50,897$6,935,2661.38%
Virtue Capital Management, LLC 49,300$6,831,5381.17%
Paragon Private Wealth Management, LLC 14,052$1,914,7261.08%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders