FIRST TR EXCHANGE TRADED FD's ticker is FXZ and the CUSIP is 33734X168. A total of 164 filers reported holding FIRST TR EXCHANGE TRADED FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $253,717 | -63.6% | 3,953 | -63.0% | 0.10% | -63.7% |
| Q1 2023 | $697,391 | +18.4% | 10,677 | +9.8% | 0.28% | +13.0% |
| Q4 2022 | $589,193 | +64.1% | 9,724 | +52.9% | 0.25% | +60.8% |
| Q3 2022 | $359,000 | 0.0% | 6,358 | 0.0% | 0.15% | 0.0% |
| Q2 2022 | $359,000 | +67.8% | 6,358 | -0.5% | 0.15% | -21.5% |
| Q2 2019 | $214,000 | -31.0% | 6,393 | -22.6% | 0.20% | -1.0% |
| Q1 2019 | $310,000 | +44.9% | 8,257 | +29.2% | 0.20% | +20.9% |
| Q4 2018 | $214,000 | – | 6,393 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fulcrum Equity Management | 486,838 | $17,585,000 | 8.38% |
| Aveo Capital Partners, LLC | 42,799 | $1,676,000 | 0.73% |
| Quad-Cities Investment Group, LLC | 20,581 | $796,000 | 0.70% |
| PACIFIC SUN FINANCIAL CORP | 5,695 | $220,000 | 0.21% |
| WealthBridge Capital Management, LLC | 6,393 | $214,000 | 0.20% |
| ACG Wealth | 17,626 | $680,000 | 0.09% |
| AlphaStar Capital Management, LLC | 5,785 | $223,000 | 0.06% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 13,903 | $536,000 | 0.05% |
| Prospera Financial Services Inc | 9,457 | $365,000 | 0.04% |
| NEXT Financial Group, Inc | 9,295 | $359,000 | 0.04% |