Steward Partners Investment Advisory, LLC - FIRST TR EXCHANGE TRADED FD ownership

FIRST TR EXCHANGE TRADED FD's ticker is FXH and the CUSIP is 33734X143. A total of 218 filers reported holding FIRST TR EXCHANGE TRADED FD in Q4 2020. The put-call ratio across all filers is 5.22 and the average weighting 0.2%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q3 2023$3,299,956
-9.4%
33,964
+1.0%
0.05%
-7.3%
Q2 2023$3,640,637
+0.6%
33,613
-0.1%
0.06%
-5.2%
Q1 2023$3,617,319
+0.0%
33,640
+1.2%
0.06%
-6.5%
Q4 2022$3,615,716
+12.6%
33,254
+0.7%
0.06%
+3.3%
Q3 2022$3,210,000
+4.8%
33,025
+11.2%
0.06%
+7.1%
Q2 2022$3,063,000
-5.1%
29,702
+5.5%
0.06%
+12.0%
Q1 2022$3,229,000
-5.7%
28,161
+2.1%
0.05%
-3.8%
Q4 2021$3,424,000
+4.6%
27,574
+0.3%
0.05%
-7.1%
Q3 2021$3,274,000
+2.7%
27,500
+1.0%
0.06%
+3.7%
Q2 2021$3,189,000
-100.0%
27,229
-54.8%
0.05%
-6.9%
Q1 2021$6,546,360,000
+233698.6%
60,274
+132.0%
0.06%
-4.9%
Q4 2020$2,800,000
+6.4%
25,982
-6.5%
0.06%
-7.6%
Q3 2020$2,631,000
+0.4%
27,774
-4.4%
0.07%
-12.0%
Q2 2020$2,621,000
+22.8%
29,062
+0.7%
0.08%
-3.8%
Q1 2020$2,135,000
-12.4%
28,874
-0.2%
0.08%
+8.3%
Q4 2019$2,437,000
+257.3%
28,943
+213.9%
0.07%
+213.0%
Q3 2019$682,000
-7.5%
9,221
-3.2%
0.02%
-14.8%
Q2 2019$737,000
-7.1%
9,525
-8.3%
0.03%
-20.6%
Q1 2019$793,000
+16.8%
10,389
+5.3%
0.03%
+3.0%
Q4 2018$679,000
-8.0%
9,864
+13.4%
0.03%
-5.7%
Q3 2018$738,000
+7.6%
8,699
-5.9%
0.04%
-14.6%
Q2 2018$686,000
+16.5%
9,242
+8.7%
0.04%
+2.5%
Q1 2018$589,000
+20.7%
8,500
+21.4%
0.04%
+8.1%
Q4 2017$488,000
+467.4%
7,002
+448.3%
0.04%
+311.1%
Q3 2017$86,000
+160.6%
1,277
+152.9%
0.01%
+125.0%
Q2 2017$33,000
+73.7%
505
+62.4%
0.00%
+33.3%
Q1 2017$19,0003110.00%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q4 2020
NameSharesValueWeighting ↓
Kingsbury Capital Investment Advisors LLC 27,219$3,121,0003.44%
Schrum Private Wealth Management LLC 15,138$1,669,0001.68%
Wagner Wealth Management, LLC 17,683$2,028,0001.42%
Nauset Wealth Management. LLC 13,846$1,588,0001.26%
Virtue Capital Management, LLC 68,849$7,894,0001.24%
Smart Money Group LLC 14,568$1,670,0001.12%
DB Wealth Management Group, LLC 12,576$1,442,0000.87%
Spectrum Wealth Advisory Group, LLC 7,086$812,0000.78%
Kore Private Wealth LLC 42,588$4,883,0000.61%
Alliance Wealth Advisors, LLC 6,040$693,0000.58%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders