LIBERTY WEALTH MANAGEMENT LLC - FIRST TR EXCHANGE TRADED FD ownership

FIRST TR EXCHANGE TRADED FD's ticker is FXO and the CUSIP is 33734X135. A total of 171 filers reported holding FIRST TR EXCHANGE TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q3 2021$40,000
+2.6%
909
+0.6%
0.01%
-6.7%
Q2 2021$39,000
+25.8%
904
+0.9%
0.02%0.0%
Q1 2021$31,0000.0%8960.0%0.02%0.0%
Q4 2020$31,000
+34.8%
896
+0.6%
0.02%
+7.1%
Q3 2020$23,000
+4.5%
891
+1.0%
0.01%
-6.7%
Q2 2020$22,000
+22.2%
882
+0.9%
0.02%
-6.2%
Q1 2020$18,000
-37.9%
874
+0.9%
0.02%
-30.4%
Q4 2019$29,000
+7.4%
866
+0.7%
0.02%
-11.5%
Q3 2019$27,0000.0%860
+0.6%
0.03%
+8.3%
Q2 2019$27,000
+8.0%
855
+0.4%
0.02%
+26.3%
Q1 2019$25,000
+13.6%
852
+0.1%
0.02%
+18.8%
Q4 2018$22,0008510.02%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q3 2023
NameSharesValueWeighting ↓
Hochman Cole Investment Advisors, Inc. 196,816$5,316,0003.66%
Ballew Advisors, Inc 64,398$1,944,0001.83%
Advisory Alpha, LLC 105,561$3,197,0001.51%
Clearwater Capital Advisors, LLC 222,819$6,018,0001.32%
Risk Paradigm Group, LLC 18,097$488,799,0001.19%
Vishria Bird Financial Group, LLC 37,109$1,002,0001.11%
Financial Enhancement Group LLC 109,997$3,518,0001.11%
HARVEST GROUP WEALTH MANAGEMENT, LLC 30,937$836,0001.08%
Eukles Asset Management 34,938$944,0000.98%
Sequoia Wealth Management, LLC 25,744$695,0000.69%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders