FIRST TR EXCHANGE TRADED FD's ticker is FXL and the CUSIP is 33734X176. A total of 197 filers reported holding FIRST TR EXCHANGE TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $283,815 | -3.4% | 2,554 | +0.0% | 0.07% | +5.7% |
| Q2 2023 | $293,680 | +9.4% | 2,553 | +0.1% | 0.07% | +1.4% |
| Q1 2023 | $268,378 | -18.7% | 2,551 | -29.2% | 0.07% | -25.8% |
| Q4 2022 | $330,015 | +5.6% | 3,605 | +0.1% | 0.09% | -7.0% |
| Q3 2022 | $312,411 | -7.8% | 3,603 | +0.0% | 0.10% | -5.7% |
| Q2 2022 | $339,000 | -19.5% | 3,602 | -0.7% | 0.11% | -2.8% |
| Q1 2022 | $421,000 | -5.8% | 3,627 | +7.2% | 0.11% | -5.2% |
| Q4 2021 | $447,000 | +7.5% | 3,383 | 0.0% | 0.12% | -8.0% |
| Q3 2021 | $416,000 | -1.0% | 3,383 | 0.0% | 0.12% | +3.3% |
| Q2 2021 | $420,000 | +10.8% | 3,383 | +1.3% | 0.12% | -7.6% |
| Q1 2021 | $379,000 | +85.8% | 3,339 | +83.2% | 0.13% | +81.9% |
| Q4 2020 | $204,000 | -10.1% | 1,823 | -33.0% | 0.07% | -28.7% |
| Q2 2020 | $227,000 | – | 2,722 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fulcrum Equity Management | 389,795 | $24,916,000 | 8.56% |
| Hochman Cole Investment Advisors, Inc. | 197,611 | $12,631,000 | 7.53% |
| O'Dell Group, LLC | 159,968 | $10,225,000 | 6.45% |
| TOTAL INVESTMENT MANAGEMENT INC | 379,368 | $23,904,000 | 5.75% |
| Shamrock Asset Management LLC | 108,233 | $6,918,000 | 5.48% |
| Astor Investment Management LLC | 394,617 | $25,223,000 | 4.17% |
| NewSquare Capital LLC | 325,809 | $20,826,000 | 3.97% |
| NAVELLIER & ASSOCIATES INC | 303,038 | $19,370,000 | 3.01% |
| Premia Global Advisors, LLC | 37,990 | $2,414,000 | 2.44% |
| Gateway Advisory, LLC | 126,150 | $8,064,000 | 2.09% |