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 221 filers reported holding FIRST TR EXCHANGE TRADED FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
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 Q4 2021
NameSharesValueWeighting ↓
Fulcrum Equity Management 442,343$28,819,00014.60%
TOTAL INVESTMENT MANAGEMENT INC 774,905$50,485,00010.24%
Hochman Cole Investment Advisors, Inc. 180,430$11,755,0007.34%
NewSquare Capital LLC 327,711$21,350,0003.87%
NAVELLIER & ASSOCIATES INC 358,004$23,324,0003.86%
O'Dell Group, LLC 94,285$6,143,0003.44%
Financial Enhancement Group LLC 165,271$10,767,0002.90%
Astor Investment Management LLC 244,842$15,951,0002.56%
Transamerica Financial Advisors, Inc. 2,043$134,0001.70%
MinichMacGregor Wealth Management, LLC 31,346$2,042,0001.38%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders