FIRST TR EXCHANGE TRADED FD's ticker is FXZ and the CUSIP is 33734X168. A total of 182 filers reported holding FIRST TR EXCHANGE TRADED FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,943,779 | +1.8% | 30,836 | +3.7% | 0.01% | 0.0% |
| Q2 2023 | $1,908,632 | +56806.1% | 29,734 | -42.1% | 0.01% | -50.0% |
| Q1 2023 | $3,354 | +8.3% | 51,354 | +0.5% | 0.01% | -12.5% |
| Q4 2022 | $3,096 | -99.9% | 51,098 | -7.9% | 0.02% | +6.7% |
| Q3 2022 | $2,879,000 | +18.0% | 55,505 | +28.6% | 0.02% | +15.4% |
| Q2 2022 | $2,439,000 | -34.5% | 43,166 | -17.0% | 0.01% | -27.8% |
| Q1 2022 | $3,725,000 | +82.1% | 52,015 | +58.0% | 0.02% | +80.0% |
| Q4 2021 | $2,046,000 | +7.7% | 32,919 | -3.0% | 0.01% | 0.0% |
| Q3 2021 | $1,899,000 | +20.1% | 33,927 | +23.3% | 0.01% | +11.1% |
| Q2 2021 | $1,581,000 | +13.8% | 27,510 | +9.2% | 0.01% | 0.0% |
| Q1 2021 | $1,389,000 | – | 25,185 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| O'Dell Group, LLC | 247,795 | $12,853,000 | 4.65% |
| Crumly & Associates Inc. | 198,329 | $10,287,000 | 4.24% |
| Paragon Private Wealth Management, LLC | 63,903 | $3,713,000 | 3.61% |
| NewSquare Capital LLC | 271,390 | $14,077,000 | 1.76% |
| FOCUS Wealth Advisors, LLC | 42,257 | $2,192,000 | 1.55% |
| Purus Wealth Management, LLC | 25,959 | $1,347,000 | 1.24% |
| ETFIDEA, LLC | 46,277 | $2,400,388 | 1.24% |
| DB Wealth Management Group, LLC | 23,134 | $1,200,000 | 0.86% |
| HFG Advisors, Inc. | 11,542 | $599,000 | 0.83% |
| WCG Wealth Advisors LLC | 116,436 | $6,040,000 | 0.80% |