FIRST TR EXCHANGE TRADED FD's ticker is FXZ and the CUSIP is 33734X168. A total of 140 filers reported holding FIRST TR EXCHANGE TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| 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% |