FIRST TR EXCHANGE TRADED FD's ticker is FXZ and the CUSIP is 33734X168. A total of 176 filers reported holding FIRST TR EXCHANGE TRADED FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $439,806 | -4.2% | 6,977 | -2.4% | 0.11% | -4.5% |
| Q2 2023 | $458,869 | -5.7% | 7,149 | -5.4% | 0.11% | -13.3% |
| Q1 2023 | $486,585 | +28.9% | 7,560 | +21.3% | 0.13% | +28.0% |
| Q4 2022 | $377,619 | +40.4% | 6,232 | +20.1% | 0.10% | +25.0% |
| Q3 2022 | $269,000 | -15.1% | 5,189 | +1.5% | 0.08% | -1.2% |
| Q2 2022 | $317,000 | – | 5,111 | – | 0.08% | – |
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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% |