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 100 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
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 Q1 2023
NameSharesValueWeighting ↓
Spectrum Wealth Advisory Group, LLC 80,308$3,916,0003.78%
TOTAL INVESTMENT MANAGEMENT INC 400,672$19,537,0003.74%
FINANCIAL CONSULATE, INC 193,207$9,421,0003.62%
Kowal Investment Group, LLC 240,635$11,733,0003.58%
Bickling Financial Services, Inc. 137,504$6,705,0003.44%
Integrity Financial Corp /WA 64,191$3,130,0002.56%
Alpha Omega Group, Inc. 49,960$2,436,0002.45%
Savior LLC 59,637$2,960,0002.20%
Octavia Wealth Advisors, LLC 134,097$6,539,0001.45%
Ten Capital Wealth Advisors, LLC 67,615$3,297,0001.38%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders