Selective Wealth Management, Inc. - FIRST TR EXCHANGE TRADED FD ownership

FIRST TR EXCHANGE TRADED FD's ticker is FIW and the CUSIP is 33733B100. A total of 262 filers reported holding FIRST TR EXCHANGE TRADED FD in Q2 2024. The put-call ratio across all filers is 1.14 and the average weighting 0.2%.

Quarter-by-quarter ownership
Selective Wealth Management, Inc. ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q2 2024$357,001
-15.5%
3,643
-14.2%
0.16%
-14.7%
Q1 2024$422,650
+8.4%
4,2480.0%0.18%
-6.1%
Q4 2023$389,918
+12.3%
4,248
+0.0%
0.20%
+2.6%
Q3 2023$347,222
+0.3%
4,247
+7.7%
0.19%
+10.4%
Q2 2023$346,319
+17.5%
3,942
+10.3%
0.17%
+10.9%
Q4 2022$294,658
-0.8%
3,575
-13.6%
0.16%
+22.8%
Q3 2022$297,000
+46.3%
4,136
+46.9%
0.13%
+76.4%
Q2 2022$203,000
+18.0%
2,816
+38.1%
0.07%
+16.1%
Q1 2022$172,000
-31.2%
2,039
-22.7%
0.06%
-39.2%
Q4 2021$250,0002,6390.10%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q2 2024
NameSharesValueWeighting ↓
Beaumont Financial Partners, LLC 940,124$31,814,0002.62%
BECK CAPITAL MANAGEMENT, LLC 27,715$878,0000.71%
ENVESTNET ASSET MANAGEMENT INC 504,162$17,061,0000.20%
Advisors Preferred, LLC 8,925$302,0000.17%
LADENBURG THALMANN FINANCIAL SERVICES INC. 130,675$4,422,0000.14%
B. Riley Wealth Advisors, Inc. 5,950$201,0000.06%
MURPHY CAPITAL MANAGEMENT INC 7,380$249,0000.04%
Janney Montgomery Scott LLC 39,521$1,337,391,0000.04%
Blume Capital Management, Inc. 1,050$36,0000.03%
First Allied Advisory Services, Inc. 7,918$269,0000.02%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders