LIBERTY WEALTH MANAGEMENT LLC - FIRST TR EXCHANGE TRADED FD ownership

FIRST TR EXCHANGE TRADED FD's ticker is FXH and the CUSIP is 33734X143. A total of 240 filers reported holding FIRST TR EXCHANGE TRADED FD in Q3 2023. The put-call ratio across all filers is 0.01 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$87,000
+1.2%
7350.0%0.03%
-6.1%
Q2 2021$86,000
+7.5%
7350.0%0.03%
-15.4%
Q1 2021$80,0000.0%7350.0%0.04%0.0%
Q4 2020$80,000
+14.3%
7350.0%0.04%
-4.9%
Q3 2020$70,000
+6.1%
7350.0%0.04%
-10.9%
Q2 2020$66,0007350.05%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q3 2023
NameSharesValueWeighting ↓
Kingsbury Capital Investment Advisors LLC 27,219$3,121,0003.44%
Schrum Private Wealth Management LLC 15,138$1,669,0001.68%
Wagner Wealth Management, LLC 17,683$2,028,0001.42%
Nauset Wealth Management. LLC 13,846$1,588,0001.26%
Virtue Capital Management, LLC 68,849$7,894,0001.24%
Smart Money Group LLC 14,568$1,670,0001.12%
DB Wealth Management Group, LLC 12,576$1,442,0000.87%
Spectrum Wealth Advisory Group, LLC 7,086$812,0000.78%
Kore Private Wealth LLC 42,588$4,883,0000.61%
Alliance Wealth Advisors, LLC 6,040$693,0000.58%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders