FIRST TR EXCHANGE TRADED FD's ticker is FXZ and the CUSIP is 33734X168. A total of 73 filers reported holding FIRST TR EXCHANGE TRADED FD in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $831,818 | -4.2% | 13,196 | -2.5% | 0.56% | -1.6% |
| Q2 2023 | $868,488 | -3.5% | 13,530 | -1.8% | 0.57% | -9.0% |
| Q1 2023 | $899,902 | -4.1% | 13,777 | -11.1% | 0.62% | -9.8% |
| Q4 2022 | $938,535 | +2.2% | 15,490 | -12.5% | 0.69% | -2.9% |
| Q3 2022 | $918,000 | -8.4% | 17,700 | -0.1% | 0.71% | -4.2% |
| Q2 2022 | $1,002,000 | -17.9% | 17,726 | +4.1% | 0.74% | -4.7% |
| Q1 2022 | $1,220,000 | +11.8% | 17,032 | -3.0% | 0.78% | +14.5% |
| Q4 2021 | $1,091,000 | +5.1% | 17,550 | -5.3% | 0.68% | -6.1% |
| Q3 2021 | $1,038,000 | +2.6% | 18,537 | +5.3% | 0.72% | +5.4% |
| Q2 2021 | $1,012,000 | +12.8% | 17,607 | +8.3% | 0.69% | +1.0% |
| Q1 2021 | $897,000 | +26.7% | 16,261 | +10.5% | 0.68% | +17.0% |
| Q4 2020 | $708,000 | +37.5% | 14,717 | -0.8% | 0.58% | +10.0% |
| Q2 2020 | $515,000 | +6.6% | 14,835 | -16.1% | 0.53% | -14.3% |
| Q1 2020 | $483,000 | -41.9% | 17,689 | -15.0% | 0.62% | -22.0% |
| Q4 2019 | $832,000 | +7.5% | 20,820 | +0.1% | 0.79% | +20.9% |
| Q3 2019 | $774,000 | -2.8% | 20,791 | +1.0% | 0.65% | -5.9% |
| Q2 2019 | $796,000 | -2.0% | 20,581 | -3.9% | 0.70% | -5.8% |
| Q1 2019 | $812,000 | -1.2% | 21,414 | -12.7% | 0.74% | -12.6% |
| Q4 2018 | $822,000 | -29.6% | 24,521 | -13.2% | 0.84% | -17.9% |
| Q3 2018 | $1,168,000 | -2.5% | 28,246 | -1.0% | 1.03% | -7.6% |
| Q2 2018 | $1,198,000 | +13.1% | 28,533 | +13.6% | 1.11% | -17.9% |
| Q1 2018 | $1,059,000 | – | 25,108 | – | 1.36% | – |
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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% |