FIRST TR EXCHANGE TRADED FD's ticker is FXZ and the CUSIP is 33734X168.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $244,419 | -96.0% | 3,878 | -95.9% | 0.29% | -90.1% |
Q1 2023 | $6,165,436 | +228.5% | 94,388 | +184.2% | 2.89% | +91.1% |
Q2 2022 | $1,877,000 | -22.1% | 33,216 | -1.2% | 1.51% | +6.2% |
Q1 2022 | $2,408,000 | -50.3% | 33,617 | -56.9% | 1.43% | -21.3% |
Q4 2021 | $4,848,000 | +0.4% | 77,994 | -9.6% | 1.81% | -3.2% |
Q3 2021 | $4,830,000 | -14.2% | 86,277 | -11.9% | 1.87% | -10.8% |
Q2 2021 | $5,628,000 | +1303.5% | 97,889 | +1246.7% | 2.10% | +1229.1% |
Q1 2021 | $401,000 | -93.5% | 7,269 | -94.4% | 0.16% | -93.6% |
Q4 2020 | $6,206,000 | +8.5% | 129,050 | -15.4% | 2.48% | -6.7% |
Q3 2020 | $5,722,000 | -21.8% | 152,468 | -27.7% | 2.65% | -23.4% |
Q2 2020 | $7,317,000 | -49.9% | 210,864 | -42.1% | 3.46% | -54.6% |
Q4 2019 | $14,601,000 | +1460000.0% | 364,467 | +1104345.5% | 7.63% | +763300.0% |
Q3 2019 | $1,000 | -100.0% | 33 | -100.0% | 0.00% | -100.0% |
Q2 2019 | $17,585,000 | – | 486,838 | – | 8.38% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Fulcrum Equity Management | 486,838 | $17,585,000 | 8.38% |
Aveo Capital Partners, LLC | 42,799 | $1,676,000 | 0.73% |
Quad-Cities Investment Group, LLC | 20,581 | $796,000 | 0.70% |
PACIFIC SUN FINANCIAL CORP | 5,695 | $220,000 | 0.21% |
WealthBridge Capital Management, LLC | 6,393 | $214,000 | 0.20% |
ACG Wealth | 17,626 | $680,000 | 0.09% |
AlphaStar Capital Management, LLC | 5,785 | $223,000 | 0.06% |
LEVEL FOUR ADVISORY SERVICES, LLC | 13,903 | $536,000 | 0.05% |
Prospera Financial Services Inc | 9,457 | $365,000 | 0.04% |
NEXT Financial Group, Inc | 9,295 | $359,000 | 0.04% |