Holistic Financial Partners - FIRST TR EXCHANGE TRADED FD ownership

FIRST TR EXCHANGE TRADED FD's ticker is FXH and the CUSIP is 33734X143. A total of 240 filers reported holding FIRST TR EXCHANGE TRADED FD in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.

Quarter-by-quarter ownership
Holistic Financial Partners ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q3 2023$4,808,560
+16.4%
49,491
+29.8%
3.19%
+11.2%
Q2 2023$4,130,151
+5.3%
38,133
+4.5%
2.87%
-6.5%
Q1 2023$3,923,770
+48947.1%
36,490
+31356.9%
3.07%
+43771.4%
Q1 2018$8,0000.0%1160.0%0.01%0.0%
Q4 2017$8,0001160.01%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q3 2023
NameSharesValueWeighting ↓
J Arnold Wealth Management Co 116,706$12,579,0007.43%
IronBridge Private Wealth, LLC 63,592$6,854,0005.06%
Fulcrum Equity Management 51,299$5,529,0002.20%
DB Wealth Management Group, LLC 24,936$2,688,0001.98%
Smart Money Group LLC 15,788$1,702,0001.43%
Wagner Wealth Management, LLC 12,884$1,389,0001.32%
FIFTH THIRD SECURITIES, INC. 24,938$2,688,0001.27%
NAVELLIER & ASSOCIATES INC 54,694$5,895,0001.07%
Spectrum Wealth Advisory Group, LLC 7,588$818,0000.92%
PGIM Custom Harvest LLC 23,267$2,594,0000.85%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders