Geneos Wealth Management Inc. - FIRST TR EXCHANGE TRADED FD ownership

FIRST TR EXCHANGE TRADED FD's ticker is FXH and the CUSIP is 33734X143. A total of 6 filers reported holding FIRST TR EXCHANGE TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q3 2023$509,998
-21.4%
5,249
-12.4%
0.03%
-23.5%
Q2 2023$648,889
+1.1%
5,991
+0.4%
0.03%
-12.8%
Q1 2023$641,958
-1.1%
5,9700.0%0.04%0.0%
Q4 2022$649,122
+11.9%
5,9700.0%0.04%
-2.5%
Q3 2022$580,000
-33.4%
5,970
-28.1%
0.04%
-7.0%
Q2 2022$871,000
-9.6%
8,308
-1.2%
0.04%
+4.9%
Q1 2022$963,000
-11.0%
8,406
-3.6%
0.04%0.0%
Q4 2021$1,082,000
-3.5%
8,720
-8.0%
0.04%
-4.7%
Q3 2021$1,121,000
-3.6%
9,480
-3.3%
0.04%
-4.4%
Q2 2021$1,163,000
-1.9%
9,802
-5.3%
0.04%
+36.4%
Q1 2021$1,186,000
-5.3%
10,353
-10.9%
0.03%
-34.0%
Q4 2020$1,253,000
+7.2%
11,614
-8.2%
0.05%
-18.0%
Q3 2020$1,169,000
+14.8%
12,657
+9.2%
0.06%
+7.0%
Q2 2020$1,018,000
+25.7%
11,587
+1.5%
0.06%
+5.6%
Q1 2020$810,000
-21.6%
11,411
-6.8%
0.05%
-1.8%
Q4 2019$1,033,000
+5.1%
12,239
-8.7%
0.06%
-6.8%
Q3 2019$983,000
-9.1%
13,404
-4.1%
0.06%
-11.9%
Q2 2019$1,082,000
-1.8%
13,973
-3.2%
0.07%
-8.2%
Q1 2019$1,102,000
+32.9%
14,434
+18.0%
0.07%
+19.7%
Q4 2018$829,000
-14.1%
12,237
+7.6%
0.06%
-4.7%
Q3 2018$965,000
+27.6%
11,372
+11.6%
0.06%
+8.5%
Q2 2018$756,000
+8.3%
10,193
+1.3%
0.06%
-3.3%
Q1 2018$698,000
+5.8%
10,062
+6.4%
0.06%
+3.4%
Q4 2017$660,000
+17.4%
9,460
+13.4%
0.06%
+5.4%
Q3 2017$562,000
+19.1%
8,345
+18.1%
0.06%
+16.7%
Q2 2017$472,000
-0.6%
7,069
-7.2%
0.05%
-2.0%
Q1 2017$475,000
+13.9%
7,619
+4.7%
0.05%
-10.9%
Q4 2016$417,000
-15.2%
7,279
-10.0%
0.06%
-16.7%
Q3 2016$492,000
-14.6%
8,089
-16.9%
0.07%
-21.4%
Q2 2016$576,000
+8.3%
9,737
+3.1%
0.08%
+3.7%
Q1 2016$532,0009,4400.08%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q4 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