FIRST TR EXCHANGE TRADED FD's ticker is FXO and the CUSIP is 33734X135. A total of 173 filers reported holding FIRST TR EXCHANGE TRADED FD in Q2 2023. The put-call ratio across all filers is 1.32 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $384,426 | +0.8% | 10,162 | +0.5% | 0.10% | +9.9% |
| Q2 2023 | $381,307 | +1.5% | 10,114 | +0.5% | 0.09% | -5.2% |
| Q1 2023 | $375,681 | -8.2% | 10,064 | +0.7% | 0.10% | -16.5% |
| Q4 2022 | $409,404 | +11.8% | 9,995 | +0.4% | 0.12% | -2.5% |
| Q3 2022 | $366,293 | -5.1% | 9,951 | +0.2% | 0.12% | -2.5% |
| Q2 2022 | $386,000 | -15.2% | 9,927 | +0.2% | 0.12% | +2.5% |
| Q1 2022 | $455,000 | +8.1% | 9,908 | +8.9% | 0.12% | +9.3% |
| Q4 2021 | $421,000 | +1.2% | 9,100 | -3.2% | 0.11% | -13.6% |
| Q3 2021 | $416,000 | +2.2% | 9,401 | +0.9% | 0.12% | +5.9% |
| Q2 2021 | $407,000 | +8.8% | 9,317 | +3.8% | 0.12% | -9.2% |
| Q1 2021 | $374,000 | +28.1% | 8,979 | +5.6% | 0.13% | +26.2% |
| Q4 2020 | $292,000 | +35.8% | 8,506 | +0.3% | 0.10% | +22.6% |
| Q3 2020 | $215,000 | -11.9% | 8,482 | -11.2% | 0.08% | -22.9% |
| Q2 2020 | $244,000 | +8.4% | 9,556 | -10.2% | 0.11% | -12.8% |
| Q1 2020 | $225,000 | -32.4% | 10,647 | +7.1% | 0.12% | -12.0% |
| Q4 2019 | $333,000 | +13.3% | 9,945 | +7.7% | 0.14% | +9.2% |
| Q3 2019 | $294,000 | +8.1% | 9,231 | +7.3% | 0.13% | +4.0% |
| Q2 2019 | $272,000 | +10.6% | 8,599 | +5.6% | 0.12% | +4.2% |
| Q1 2019 | $246,000 | – | 8,141 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hochman Cole Investment Advisors, Inc. | 198,688 | $6,354,000 | 3.96% |
| NAVELLIER & ASSOCIATES INC | 695,006 | $22,226,000 | 2.88% |
| Shamrock Asset Management LLC | 139,532 | $4,462,000 | 2.82% |
| Ballew Advisors, Inc | 64,141 | $1,864,000 | 1.71% |
| Clearwater Capital Advisors, LLC | 234,841 | $7,510,000 | 1.46% |
| BREITER CAPITAL MANAGEMENT INC | 33,489 | $1,071,000 | 1.36% |
| Financial Enhancement Group LLC | 109,772 | $3,511,000 | 1.10% |
| JUNCTURE WEALTH STRATEGIES, LLC | 65,778 | $2,104,000 | 1.10% |
| Risk Paradigm Group, LLC | 16,855 | $539,022,000 | 1.07% |
| Vishria Bird Financial Group, LLC | 37,661 | $1,204,000 | 1.03% |