FIRST TR EXCHANGE-TRADED FD's ticker is FTXL and the CUSIP is 33738R811.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $539,584 | -14.9% | 7,978 | -10.4% | 0.05% | -14.8% |
| Q2 2023 | $633,934 | +19.1% | 8,905 | +8.5% | 0.05% | +8.0% |
| Q1 2023 | $532,065 | +63.2% | 8,210 | +23.5% | 0.05% | +163.2% |
| Q3 2022 | $326,000 | -7.4% | 6,646 | 0.0% | 0.02% | -5.0% |
| Q2 2022 | $352,000 | -26.4% | 6,646 | -2.2% | 0.02% | -13.0% |
| Q1 2022 | $478,000 | +67.1% | 6,796 | +90.4% | 0.02% | -17.9% |
| Q4 2021 | $286,000 | +40.9% | 3,570 | +20.5% | 0.03% | +33.3% |
| Q2 2021 | $203,000 | – | 2,962 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fulcrum Equity Management | 52,166 | $3,372,000 | 1.33% |
| IFG Advisory, LLC | 38,727 | $2,503,000 | 0.31% |
| Snowden Capital Advisors LLC | 49,242 | $3,182,981 | 0.18% |
| Ballew Advisors, Inc | 6,720 | $452,000 | 0.17% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 30,175 | $1,951,000 | 0.14% |
| DB Wealth Management Group, LLC | 1,172 | $76,000 | 0.05% |
| Total Clarity Wealth Management, Inc. | 453 | $29,000 | 0.02% |
| Stonebridge Financial Planning Group, LLC | 400 | $27,000 | 0.02% |
| Cetera Advisors LLC | 7,882 | $509,000 | 0.01% |
| Arkadios Wealth Advisors | 1,012 | $65,000 | 0.01% |