Advisor OS, LLC - FIRST TR EXCHANGE TRADED FD ownership

FIRST TR EXCHANGE TRADED FD's ticker is FPXI and the CUSIP is 33734X853. A total of 148 filers reported holding FIRST TR EXCHANGE TRADED FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Advisor OS, LLC ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q2 2023$605,011
-7.4%
15,410
-3.9%
0.10%
-36.9%
Q1 2023$653,636
+67.9%
16,028
+60.0%
0.16%
+52.4%
Q4 2022$389,198
-15.0%
10,015
-21.9%
0.10%
-25.4%
Q3 2022$458,000
-1.3%
12,831
+19.8%
0.14%
+2.2%
Q2 2022$464,000
-12.8%
10,714
-1.9%
0.14%
-12.3%
Q1 2022$532,000
-81.6%
10,923
-78.3%
0.15%
-73.9%
Q4 2021$2,895,000
-6.9%
50,254
+3.6%
0.59%
-12.6%
Q3 2021$3,108,000
-38.1%
48,509
-34.0%
0.68%
-35.1%
Q2 2021$5,023,000
-31.5%
73,461
-33.9%
1.04%
-37.3%
Q1 2021$7,328,000
+649.3%
111,113
+532.3%
1.66%
+305.1%
Q3 2020$978,00017,5720.41%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q3 2021
NameSharesValueWeighting ↓
Spectrum Wealth Advisory Group, LLC 81,990$3,552,0003.96%
Bickling Financial Services, Inc. 130,397$5,649,0003.58%
Kowal Investment Group, LLC 242,522$10,506,0003.44%
TOTAL INVESTMENT MANAGEMENT INC 397,428$17,217,0003.12%
Integrity Financial Corp /WA 67,752$2,935,0002.79%
Savior LLC 58,685$2,542,0002.33%
SFI Advisors, LLC 36,572$1,584,0001.76%
Octavia Wealth Advisors, LLC 152,687$6,601,0001.73%
CAPITAL WEALTH MANAGEMENT, LLC 40,677$1,762,0001.31%
Braun-Bostich & Associates Inc. 11,302$490,0001.27%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders