Concentrum Wealth Management - FIRST TR EXCHANGE TRADED FD ownership

FIRST TR EXCHANGE TRADED FD's ticker is NXTG and the CUSIP is 33737K205. A total of 139 filers reported holding FIRST TR EXCHANGE TRADED FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Concentrum Wealth Management ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q3 2023$1,629,531
+0.9%
24,011
+6.7%
0.99%
-4.5%
Q2 2023$1,615,054
+4.3%
22,502
+0.9%
1.03%
-10.1%
Q1 2023$1,548,991
+10.5%
22,291
-3.0%
1.15%
-8.3%
Q4 2022$1,401,411
+7.6%
22,981
-1.7%
1.25%
+10.4%
Q3 2022$1,302,000
-7.1%
23,383
+7.6%
1.14%
-1.3%
Q2 2022$1,401,000
-12.5%
21,738
+3.2%
1.15%
+15.3%
Q1 2022$1,602,000
-4.6%
21,073
+3.6%
1.00%
+13.8%
Q4 2021$1,680,000
+12.0%
20,336
+3.5%
0.88%
-7.0%
Q3 2021$1,500,000
+7.6%
19,657
+7.6%
0.94%
+5.3%
Q2 2021$1,394,000
+22.5%
18,268
+17.3%
0.90%
+4.2%
Q1 2021$1,138,000
+22.0%
15,573
+15.5%
0.86%
+16.6%
Q4 2020$933,000
+37.0%
13,485
+17.2%
0.74%
+13.4%
Q3 2020$681,000
+79.7%
11,510
+65.2%
0.65%
+69.3%
Q2 2020$379,0006,9680.38%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q4 2021
NameSharesValueWeighting ↓
AVANTAX ADVISORY SERVICES, INC. 3,729,268$258,032,0006.14%
Lokken Investment Group LLC 27,200$1,882,0001.72%
Concentrum Wealth Management 13,485$933,0000.74%
Stonebridge Financial Planning Group, LLC 14,688$1,016,0000.64%
First PREMIER Bank 23,321$1,614,0000.64%
WEALTH ADVISORS, INC. 19,790$1,369,0000.60%
Andesa Financial Management Inc. 8,734$604,0000.40%
LEVEL FOUR ADVISORY SERVICES, LLC 64,519$4,465,0000.36%
Titus Wealth Management 6,454$447,0000.28%
Interchange Capital Partners, LLC 7,077$489,0000.26%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders