Bell Rock Capital LLC - FIRST TR EXCHANGE TRADED FD ownership

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FIRST TR EXCHANGE TRADED FD's ticker is FXH and the CUSIP is 33734X143. A total of 240 filers reported holding FIRST TR EXCHANGE TRADED FD in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.

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Quarter-by-quarter ownership
Bell Rock Capital LLC ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q4 2021$228,000
+12.3%
1,906
-10.9%
0.17%
-31.7%
Q3 2020$203,000
-17.5%
2,138
-21.5%
0.25%
-22.9%
Q2 2020$246,000
-61.0%
2,722
-68.1%
0.32%
-67.4%
Q1 2020$631,000
-8.3%
8,530
+4.8%
0.98%
+65.4%
Q4 2019$688,000
+21.1%
8,139
+5.6%
0.59%
+17.5%
Q3 2019$568,000
+97.9%
7,704
+107.9%
0.50%
+100.0%
Q2 2019$287,000
+77.2%
3,705
+75.6%
0.25%
+171.0%
Q1 2019$162,000
+38.5%
2,110
+24.9%
0.09%
+19.2%
Q4 2018$117,000
-22.5%
1,689
-4.0%
0.08%
+5.4%
Q3 2018$151,000
+7.9%
1,760
-7.5%
0.07%
+4.2%
Q2 2018$140,000
-4.1%
1,903
-10.7%
0.07%
-7.8%
Q1 2018$146,000
-12.0%
2,132
-11.8%
0.08%
-14.4%
Q4 2017$166,000
+1.2%
2,417
-1.7%
0.09%
-4.3%
Q3 2017$164,000
-2.4%
2,459
-2.1%
0.09%
-8.7%
Q2 2017$168,000
+84.6%
2,511
+70.6%
0.10%
+22.6%
Q1 2017$91,000
-42.8%
1,472
-46.5%
0.08%
-50.0%
Q4 2016$159,000–2,753–0.17%–
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Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q3 2023
NameSharesValueWeighting ↓
Holistic Financial Partners 49,491$4,808,5603.19%
Masso Torrence Wealth Management Inc. 36,555$3,551,6872.73%
Schrum Private Wealth Management LLC 15,138$1,470,7661.68%
IAMS WEALTH MANAGEMENT, LLC 19,240$1,869,3581.29%
ERn Financial, LLC 43,026$4,180,4140.91%
Spectrum Wealth Advisory Group, LLC 6,548$636,2460.88%
Coppell Advisory Solutions LLC 23,278$2,531,0080.87%
EUDAIMONIA ADVISORS LLC 9,229$896,7100.63%
DB Wealth Management Group, LLC 9,214$895,2320.56%
Blackhawk Capital Partners LLC. 7,724$750,4640.55%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders