FIRST TR EXCHANGE TRADED FD's ticker is FPXI and the CUSIP is 33734X853.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $9,106 | -22.7% | 237 | -21.0% | 0.00% | 0.0% |
Q2 2023 | $11,778 | -3.7% | 300 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $12,234 | +4.9% | 300 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $11,658 | +6.0% | 300 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $11,000 | +266.7% | 300 | +376.2% | 0.00% | – |
Q2 2022 | $3,000 | -57.1% | 63 | -54.0% | 0.00% | -100.0% |
Q1 2022 | $7,000 | – | 137 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Spectrum Wealth Advisory Group, LLC | 81,990 | $3,552,000 | 3.96% |
Bickling Financial Services, Inc. | 130,397 | $5,649,000 | 3.58% |
Kowal Investment Group, LLC | 242,522 | $10,506,000 | 3.44% |
TOTAL INVESTMENT MANAGEMENT INC | 397,428 | $17,217,000 | 3.12% |
Integrity Financial Corp /WA | 67,752 | $2,935,000 | 2.79% |
Savior LLC | 58,685 | $2,542,000 | 2.33% |
SFI Advisors, LLC | 36,572 | $1,584,000 | 1.76% |
Octavia Wealth Advisors, LLC | 152,687 | $6,601,000 | 1.73% |
CAPITAL WEALTH MANAGEMENT, LLC | 40,677 | $1,762,000 | 1.31% |
Braun-Bostich & Associates Inc. | 11,302 | $490,000 | 1.27% |