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

FIRST TR EXCHANGE TRADED FD's ticker is FV and the CUSIP is 33738R605. A total of 240 filers reported holding FIRST TR EXCHANGE TRADED FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q3 2023$5,330,973
-14.8%
120,338
-9.8%
0.27%
-16.5%
Q2 2023$6,256,481
-19.5%
133,372
-22.6%
0.33%
-30.5%
Q1 2023$7,767,600
+15.0%
172,307
+18.8%
0.47%
+15.4%
Q4 2022$6,753,567
+27.7%
145,082
+12.6%
0.41%
+12.4%
Q3 2022$5,288,000
-4.7%
128,851
-2.9%
0.36%
+32.8%
Q2 2022$5,551,000
-4.2%
132,663
+9.1%
0.27%
+10.0%
Q1 2022$5,796,000
+18.5%
121,649
+22.2%
0.25%
+33.9%
Q4 2021$4,893,000
-4.2%
99,526
-9.9%
0.19%
-5.1%
Q3 2021$5,108,000
-4.5%
110,512
-2.1%
0.20%
-6.2%
Q2 2021$5,350,000
+4.8%
112,848
+2.0%
0.21%
+47.2%
Q1 2021$5,105,000
+6.4%
110,653
+2.5%
0.14%
-26.4%
Q4 2020$4,796,000
+78.8%
107,976
+34.9%
0.19%
+38.8%
Q3 2020$2,682,000
+10.7%
80,055
+2.8%
0.14%
+3.0%
Q2 2020$2,422,000
+27.5%
77,887
+4.2%
0.14%
+5.5%
Q1 2020$1,900,000
-34.4%
74,716
-18.4%
0.13%
-17.4%
Q4 2019$2,897,000
-5.6%
91,547
-12.0%
0.16%
-15.3%
Q3 2019$3,069,000
-8.3%
104,017
-5.4%
0.18%
-11.6%
Q2 2019$3,345,000
+2.1%
110,004
+0.9%
0.21%
-4.2%
Q1 2019$3,277,000
+22.0%
109,003
+2.2%
0.22%
+8.5%
Q4 2018$2,687,000
-32.3%
106,660
-17.0%
0.20%
-24.6%
Q3 2018$3,969,000
+10.4%
128,448
+5.3%
0.26%
-5.7%
Q2 2018$3,594,000
-0.8%
122,019
-3.3%
0.28%
-11.4%
Q1 2018$3,622,000
+24.2%
126,184
+19.2%
0.32%
+21.1%
Q4 2017$2,917,000
+8.8%
105,829
+3.2%
0.26%
-1.9%
Q3 2017$2,682,000
+4.0%
102,516
-1.3%
0.27%
+0.4%
Q2 2017$2,579,000
+3.4%
103,904
+0.1%
0.26%
+2.3%
Q1 2017$2,494,000
+11.3%
103,779
+7.2%
0.26%
-12.5%
Q4 2016$2,241,000
-6.4%
96,849
-7.3%
0.30%
-8.1%
Q3 2016$2,393,000
-0.7%
104,501
-2.4%
0.32%
-8.0%
Q2 2016$2,409,000
-21.6%
107,110
-24.6%
0.35%
-25.5%
Q1 2016$3,074,000142,0090.47%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q4 2022
NameSharesValueWeighting ↓
Madrona Financial Services, LLC 431,645$19,121,8858.73%
HFG Advisors, Inc. 149,359$6,616,6197.24%
QP WEALTH MANAGEMENT, LLC 68,744$3,045,3595.31%
Concentrum Wealth Management 141,742$6,279,1913.80%
DB Wealth Management Group, LLC 130,609$5,785,9753.65%
MinichMacGregor Wealth Management, LLC 245,800$10,888,9833.61%
UNIONVIEW, LLC 82,490$3,654,3213.45%
Secure Asset Management, LLC 248,006$10,986,6673.29%
Prospera Financial Services Inc 1,693,563$75,028,1532.90%
Strid Group, LLC 283,713$12,568,4862.63%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders