FIRST TR EXCHANGE TRADED FD's ticker is FXN and the CUSIP is 33734X127.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $276,926 | -3.5% | 15,897 | -13.5% | 0.32% | +33.3% |
| Q3 2022 | $287,000 | -85.1% | 18,369 | -85.9% | 0.24% | -84.4% |
| Q2 2022 | $1,928,000 | -18.3% | 130,632 | -11.8% | 1.56% | +11.2% |
| Q1 2022 | $2,361,000 | +1264.7% | 148,187 | +920.2% | 1.40% | +2050.8% |
| Q4 2021 | $173,000 | -97.2% | 14,525 | -97.3% | 0.06% | -97.2% |
| Q2 2021 | $6,162,000 | +2.6% | 540,038 | -9.0% | 2.30% | -3.1% |
| Q1 2021 | $6,006,000 | – | 593,455 | – | 2.37% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Savior LLC | 92,876 | $1,617,902 | 11.23% |
| Crumly & Associates Inc. | 519,401 | $9,047,973 | 3.55% |
| PCG Wealth Advisors, LLC | 177,576 | $3,093,400 | 2.03% |
| IronBridge Private Wealth, LLC | 189,592 | $3,302,693 | 1.79% |
| Trinity Wealth Management, LLC | 165,045 | $2,875,084 | 1.78% |
| Owen LaRue, LLC | 47,500 | $827,450 | 0.91% |
| StoneX Group Inc. | 371,845 | $6,478 | 0.89% |
| Avestar Capital, LLC | 274,907 | $4,788,880 | 0.68% |
| Stonebridge Financial Planning Group, LLC | 60,358 | $1,051,430 | 0.67% |
| TAP Consulting, LLC | 144,533 | $2,517,760 | 0.65% |