FIRST TR EXCHANGE TRADED FD's ticker is FXL and the CUSIP is 33734X176. A total of 196 filers reported holding FIRST TR EXCHANGE TRADED FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $347,533 | +5.7% | 2,578 | 0.0% | 0.07% | -5.5% |
| Q4 2023 | $328,690 | +15.8% | 2,578 | +0.9% | 0.07% | -1.4% |
| 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 ↓ |
|---|---|---|---|
| Genesee Capital Advisors, LLC | 112,385 | $15,313,625 | 7.51% |
| Choice Wealth Advisors, LLC | 58,717 | $8,000,795 | 4.24% |
| Schrum Private Wealth Management LLC | 23,544 | $3,208,106 | 2.89% |
| Triton Wealth Management, PLLC | 33,520 | $4,638,192 | 2.71% |
| RVW Wealth, LLC | 194,534 | $26,507,190 | 2.64% |
| Socha Financial Group, LLC | 35,224 | $4,799,622 | 2.25% |
| IronBridge Private Wealth, LLC | 34,171 | $4,656,143 | 1.74% |
| Kowal Investment Group, LLC | 50,897 | $6,935,266 | 1.38% |
| Virtue Capital Management, LLC | 49,300 | $6,831,538 | 1.17% |
| Paragon Private Wealth Management, LLC | 14,052 | $1,914,726 | 1.08% |