Concentrum Wealth Management - FIRST TR EXCHANGE TRADED FD ownership

FIRST TR EXCHANGE TRADED FD's ticker is FV and the CUSIP is 33738R605. A total of 194 filers reported holding FIRST TR EXCHANGE TRADED FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Concentrum Wealth Management ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q3 2023$6,279,191
+0.2%
141,742
+6.1%
3.80%
-5.3%
Q2 2023$6,269,138
+8.1%
133,648
+3.9%
4.01%
-6.8%
Q1 2023$5,800,499
-4.3%
128,671
-1.2%
4.30%
-20.6%
Q4 2022$6,060,901
+18.5%
130,201
+4.5%
5.42%
+21.5%
Q3 2022$5,116,000
+11.9%
124,635
+12.9%
4.46%
+18.8%
Q2 2022$4,571,000
-32.5%
110,352
-22.4%
3.75%
-11.0%
Q1 2022$6,772,000
+1.3%
142,119
+4.5%
4.22%
+20.9%
Q4 2021$6,688,000
+23.6%
136,015
+15.1%
3.49%
+2.6%
Q3 2021$5,409,000
+3.3%
118,161
+6.9%
3.40%
+1.1%
Q2 2021$5,236,000
+29.8%
110,508
+22.3%
3.36%
+10.3%
Q1 2021$4,035,000
+28.7%
90,380
+16.7%
3.05%
+23.1%
Q4 2020$3,135,000
+32.1%
77,474
+11.4%
2.48%
+9.3%
Q3 2020$2,374,000
+70.1%
69,574
+60.3%
2.27%
+60.0%
Q2 2020$1,396,000
+30.2%
43,389
+4.1%
1.42%
-1.7%
Q1 2020$1,072,000
-75.4%
41,679
-69.8%
1.44%
-70.6%
Q4 2019$4,355,000
+7.4%
137,983
+0.7%
4.90%
-4.3%
Q3 2019$4,054,000
-1.6%
136,998
+1.1%
5.12%
+3.8%
Q2 2019$4,120,000
+4.0%
135,471
+2.8%
4.94%
-5.5%
Q1 2019$3,961,000
+20.1%
131,729
+0.9%
5.22%
-7.1%
Q4 2018$3,297,000130,5935.62%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q4 2020
NameSharesValueWeighting ↓
Strid Group, LLC 903,357$36,559,0009.85%
Prospera Financial Services Inc 2,640,009$106,842,0007.36%
Secure Asset Management, LLC 122,889$4,973,0002.93%
DB Wealth Management Group, LLC 90,338$3,656,0002.70%
Bickling Financial Services, Inc. 101,137$4,093,0002.52%
Concentrum Wealth Management 77,474$3,135,0002.48%
Claro Advisors LLC 99,553$4,029,0002.14%
MGO ONE SEVEN LLC 179,829$7,278,0001.50%
Accel Wealth Management 35,234$1,426,0001.33%
QP WEALTH MANAGEMENT, LLC 23,627$956,0001.06%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders