Concentrum Wealth Management - FIRST TR EXCHANGE-TRADED FD ownership

FIRST TR EXCHANGE-TRADED FD's ticker is FCVT and the CUSIP is 33739Q507. A total of 58 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2019. 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$489,456
-5.2%
15,753
-0.3%
0.30%
-10.3%
Q2 2023$516,065
+2.4%
15,801
+0.0%
0.33%
-11.8%
Q1 2023$504,105
-1.3%
15,797
-2.0%
0.37%
-18.2%
Q4 2022$510,822
+1.8%
16,119
+0.0%
0.46%
+4.6%
Q3 2022$502,000
-12.2%
16,116
-11.0%
0.44%
-6.8%
Q2 2022$572,000
-18.4%
18,110
+0.1%
0.47%
+7.6%
Q1 2022$701,000
-6.4%
18,100
+0.0%
0.44%
+11.5%
Q4 2021$749,000
-17.8%
18,095
+0.9%
0.39%
-31.6%
Q3 2021$911,000
-10.9%
17,939
-9.5%
0.57%
-12.9%
Q2 2021$1,023,000
+2.7%
19,831
+0.0%
0.66%
-12.6%
Q1 2021$996,000
+13.4%
19,829
+10.6%
0.75%
+8.5%
Q4 2020$878,000
+45.8%
17,933
+20.1%
0.69%
+20.5%
Q3 2020$602,000
+13.6%
14,926
+0.0%
0.58%
+6.9%
Q2 2020$530,000
+24.1%
14,923
+0.0%
0.54%
-6.3%
Q1 2020$427,000
-21.8%
14,920
-9.6%
0.57%
-6.7%
Q4 2019$546,000
+6.0%
16,502
+0.0%
0.62%
-5.5%
Q3 2019$515,000
+16.3%
16,499
+16.8%
0.65%
+22.6%
Q2 2019$443,000
+3.3%
14,121
+0.0%
0.53%
-6.2%
Q1 2019$429,000
+33.2%
14,119
+20.6%
0.57%
+3.1%
Q4 2018$322,00011,7110.55%
Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q4 2019
NameSharesValueWeighting ↓
American Financial Advisors, LLC 370,944$18,837,0002.52%
Csenge Advisory Group 202,960$10,390,0000.88%
Synergy Asset Management, LLC 73,957$3,755,0000.87%
Concentrum Wealth Management 17,939$911,0000.57%
Gladstone Institutional Advisory LLC 93,021$4,7240.46%
Private Advisory Group LLC 27,528$1,398,0000.34%
Castle Rock Wealth Management, LLC 17,673$952,0000.33%
Wealth Enhancement & Preservation of GA, LLC 7,130$362,0000.28%
SkyOak Wealth, LLC 14,035$713,0000.19%
Acorn Wealth Advisors, LLC 5,326$270,0000.19%
View complete list of FIRST TR EXCHANGE-TRADED FD shareholders