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

FIRST TR EXCHANGE TRADED FD's ticker is FVC and the CUSIP is 33738R878. A total of 54 filers reported holding FIRST TR EXCHANGE TRADED FD in Q3 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$664,839
-11.2%
21,207
-4.7%
0.03%
-12.8%
Q2 2023$748,293
+0.4%
22,264
-1.5%
0.04%
-13.3%
Q1 2023$745,414
-2.8%
22,602
+3.2%
0.04%
-2.2%
Q4 2022$766,763
-0.5%
21,895
-5.2%
0.05%
-13.2%
Q3 2022$771,000
-75.2%
23,089
-74.7%
0.05%
-65.6%
Q2 2022$3,114,000
+132.2%
91,428
+149.8%
0.15%
+165.5%
Q1 2022$1,341,000
-6.6%
36,594
-3.6%
0.06%
+5.5%
Q4 2021$1,435,000
+5.4%
37,945
-1.2%
0.06%
+5.8%
Q3 2021$1,362,000
-4.1%
38,399
-1.6%
0.05%
-5.5%
Q2 2021$1,420,000
-0.6%
39,032
-3.4%
0.06%
+37.5%
Q1 2021$1,428,000
+6.4%
40,386
+2.3%
0.04%
-25.9%
Q4 2020$1,342,000
-13.6%
39,486
-34.7%
0.05%
-33.3%
Q3 2020$1,553,000
+3.6%
60,424
-3.7%
0.08%
-2.4%
Q2 2020$1,499,000
+4.0%
62,744
-2.6%
0.08%
-14.4%
Q1 2020$1,442,000
-26.4%
64,394
-9.0%
0.10%
-7.6%
Q4 2019$1,959,000
+2.0%
70,797
-2.8%
0.10%
-8.7%
Q3 2019$1,920,000
+0.9%
72,834
+2.8%
0.12%
-2.5%
Q2 2019$1,903,000
+0.3%
70,883
-0.2%
0.12%
-5.6%
Q1 2019$1,897,000
+23.7%
70,998
+7.4%
0.12%
+10.6%
Q4 2018$1,533,000
-49.0%
66,098
-36.6%
0.11%
-43.5%
Q3 2018$3,005,000
+7.0%
104,296
+1.7%
0.20%
-8.7%
Q2 2018$2,809,000
+8.0%
102,506
+5.3%
0.22%
-3.5%
Q1 2018$2,600,000
+7.4%
97,321
+3.2%
0.23%
+5.1%
Q4 2017$2,421,000
+2.6%
94,314
-2.7%
0.22%
-7.7%
Q3 2017$2,360,000
-0.3%
96,958
-5.3%
0.23%
-3.7%
Q2 2017$2,367,000
+13.8%
102,388
+10.4%
0.24%
+12.5%
Q1 2017$2,080,000
+36.8%
92,771
+31.7%
0.22%
+7.5%
Q4 2016$1,520,000
-2.1%
70,455
-3.2%
0.20%
-3.8%
Q3 2016$1,553,000
+3.7%
72,816
+1.8%
0.21%
-3.7%
Q2 2016$1,497,000
+593.1%
71,522
+569.2%
0.22%
+557.6%
Q1 2016$216,00010,6880.03%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q3 2023
NameSharesValueWeighting ↓
PCG Wealth Advisors, LLC 15,905$498,6230.33%
Prospera Financial Services Inc 106,661$3,343,8390.13%
Householder Group Estate & Retirement Specialist, LLC 9,293$291,3390.10%
Keystone Financial Group 16,927$530,6480.09%
Atria Investments, Inc 124,273$3,895,9720.07%
AFFINITY WEALTH MANAGEMENT LLC 7,912$248,0410.06%
Freedom Investment Management, Inc. 13,595$426,1890.05%
Private Advisor Group, LLC 163,742$5,133,3190.05%
MTM Investment Management, LLC 2,388$74,8640.04%
Geneos Wealth Management Inc. 21,207$664,8390.03%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders