FIRST TR EXCHANGE TRADED FD's ticker is FXZ and the CUSIP is 33734X168. A total of 151 filers reported holding FIRST TR EXCHANGE TRADED FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $434,085 | -11.8% | 6,697 | -3.0% | 0.07% | -17.2% |
| Q1 2024 | $492,332 | +5.4% | 6,901 | +1.9% | 0.09% | -5.4% |
| Q4 2023 | $467,149 | +6.2% | 6,774 | -2.9% | 0.09% | -13.2% |
| 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 ↓ |
|---|---|---|---|
| SignalPoint Asset Management, LLC | 85,625 | $2,272,000 | 1.84% |
| Beaumont Financial Partners, LLC | 226,879 | $6,021,000 | 0.56% |
| Prospera Financial Services Inc | 34,563 | $931,000 | 0.43% |
| FDx Advisors, Inc. | 66,801 | $1,773,000 | 0.23% |
| WealthTrust Fairport, LLC | 48,448 | $1,286,000 | 0.23% |
| NAVELLIER & ASSOCIATES INC | 120,135 | $3,188,000 | 0.15% |
| Regal Investment Advisors LLC | 6,294 | $167,000 | 0.09% |
| HighTower Advisors, LLC | 91,286 | $2,423,000 | 0.07% |
| Placemark Investments, Inc. | 106,773 | $2,831,000 | 0.06% |
| STIFEL NICOLAUS & CO INC \MO\ | 126,313 | $3,352,347,000 | 0.06% |