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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
O'Dell Group, LLC | 300,662 | $20,333,766 | 6.19% |
Paragon Private Wealth Management, LLC | 48,398 | $3,273,157 | 2.70% |
NewSquare Capital LLC | 280,448 | $18,966,698 | 2.00% |
Stegent Equity Advisors, Inc. | 23,075 | $1,560,562 | 1.97% |
Adams Wealth Management | 68,012 | $4,599,652 | 1.56% |
Nilsine Partners, LLC | 128,441 | $8,686,465 | 1.31% |
MinichMacGregor Wealth Management, LLC | 51,410 | $3,476,858 | 1.15% |
TriaGen Wealth Management LLC | 29,653 | $2,005,432 | 1.02% |
FIRST TRUST ADVISORS LP | 9,982,766 | $675,134,464 | 0.80% |
WCG Wealth Advisors LLC | 147,614 | $10,084 | 0.74% |