Holistic Financial Partners - FIRST TR EXCHANGE-TRADED FD ownership

FIRST TR EXCHANGE-TRADED FD's ticker is FTXN and the CUSIP is 33738R845. A total of 92 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Holistic Financial Partners ownership history of FIRST TR EXCHANGE-TRADED FD
ValueSharesWeighting
Q1 2022$6,787,000
+104.4%
256,227
+50.0%
4.31%
+124.1%
Q4 2021$3,321,000
+3.9%
170,858
+1.7%
1.92%
-2.3%
Q3 2021$3,195,000
+16.0%
167,995
+11.4%
1.97%
+19.8%
Q2 2021$2,755,000150,7741.64%
Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q2 2022
NameSharesValueWeighting ↓
J Arnold Wealth Management Co 505,451$13,389,0007.20%
O'Dell Group, LLC 678,124$17,964,0005.30%
Holistic Financial Partners 256,227$6,787,0004.31%
Paragon Private Wealth Management, LLC 106,073$3,259,0003.18%
NewSquare Capital LLC 780,605$20,678,0002.19%
Transamerica Financial Advisors, Inc. 1,752$47,0001.68%
Gateway Advisory, LLC 199,359$5,281,0001.44%
TriaGen Wealth Management LLC 76,603$2,029,0001.05%
Secure Asset Management, LLC 65,790$1,743,0000.79%
FIRST TRUST ADVISORS LP 22,848,259$605,250,0000.62%
View complete list of FIRST TR EXCHANGE-TRADED FD shareholders