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 195 filers reported holding FIRST TR EXCHANGE TRADED FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q2 2023
NameSharesValueWeighting ↓
TOTAL INVESTMENT MANAGEMENT INC 776,844$50,891,00011.60%
Fulcrum Equity Management 280,834$18,886,0009.00%
Ruggie Capital Group 75,812$5,045,0008.50%
Hochman Cole Investment Advisors, Inc. 191,963$12,773,0007.62%
O'Dell Group, LLC 160,423$10,675,0006.47%
Shamrock Asset Management LLC 99,358$6,611,0004.68%
NewSquare Capital LLC 319,857$21,283,0003.88%
Astor Investment Management LLC 289,248$19,246,0003.13%
NAVELLIER & ASSOCIATES INC 188,262$12,527,0001.94%
Gateway Advisory, LLC 112,379$7,478,0001.92%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders