FIRST TR EXCHANGE-TRADED FD's ticker is FTXL and the CUSIP is 33738R811.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $141,059 | -5.3% | 2,086 | -0.3% | 0.01% | -12.5% |
| Q2 2023 | $148,955 | +7.5% | 2,092 | -2.2% | 0.01% | 0.0% |
| Q1 2023 | $138,577 | +20.7% | 2,138 | -1.0% | 0.01% | +14.3% |
| Q4 2022 | $114,783 | +7.3% | 2,159 | -2.5% | 0.01% | 0.0% |
| Q3 2022 | $107,000 | -21.3% | 2,214 | -17.0% | 0.01% | 0.0% |
| Q2 2022 | $136,000 | -17.6% | 2,669 | +13.7% | 0.01% | 0.0% |
| Q1 2022 | $165,000 | +50.0% | 2,347 | +72.2% | 0.01% | +75.0% |
| Q4 2021 | $110,000 | – | 1,363 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fulcrum Equity Management | 52,166 | $3,372,000 | 1.33% |
| IFG Advisory, LLC | 38,727 | $2,503,000 | 0.31% |
| Snowden Capital Advisors LLC | 49,242 | $3,182,981 | 0.18% |
| Ballew Advisors, Inc | 6,720 | $452,000 | 0.17% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 30,175 | $1,951,000 | 0.14% |
| DB Wealth Management Group, LLC | 1,172 | $76,000 | 0.05% |
| Total Clarity Wealth Management, Inc. | 453 | $29,000 | 0.02% |
| Stonebridge Financial Planning Group, LLC | 400 | $27,000 | 0.02% |
| Cetera Advisors LLC | 7,882 | $509,000 | 0.01% |
| Arkadios Wealth Advisors | 1,012 | $65,000 | 0.01% |