LAKE STREET PRIVATE WEALTH, LLC - FIRST TR EXCHANGE TRADED FD ownership

FIRST TR EXCHANGE TRADED FD's ticker is FXH and the CUSIP is 33734X143. A total of 197 filers reported holding FIRST TR EXCHANGE TRADED FD in Q2 2020. The put-call ratio across all filers is 5.98 and the average weighting 0.2%.

Quarter-by-quarter ownership
LAKE STREET PRIVATE WEALTH, LLC ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q3 2023$960,296
-9.9%
9,825
-0.2%
0.17%
-7.5%
Q2 2023$1,065,770
-7.4%
9,840
-8.0%
0.19%
-13.0%
Q1 2023$1,150,571
-3.4%
10,700
-2.3%
0.22%
-12.6%
Q4 2022$1,190,594
+15.3%
10,950
+3.0%
0.25%
+3.8%
Q3 2022$1,033,000
-8.7%
10,630
-3.1%
0.24%
-0.4%
Q2 2022$1,131,000
-9.0%
10,970
+1.2%
0.24%
+6.7%
Q1 2022$1,243,000
-10.2%
10,845
-2.7%
0.22%
-8.2%
Q4 2021$1,384,000
+4.3%
11,1500.0%0.24%
-24.5%
Q3 2021$1,327,000
+0.5%
11,150
-0.0%
0.32%
-4.2%
Q2 2021$1,320,000
+8.7%
11,155
-0.2%
0.34%
+0.3%
Q1 2021$1,214,000
-2.6%
11,180
-3.4%
0.34%
-6.9%
Q4 2020$1,247,000
+13.6%
11,570
-0.2%
0.36%
-2.4%
Q3 2020$1,098,000
+7.6%
11,590
+2.4%
0.37%
-2.4%
Q2 2020$1,020,000
+26.4%
11,315
+3.7%
0.38%
+3.0%
Q1 2020$807,000
-10.5%
10,910
+1.8%
0.37%
+6.4%
Q4 2019$902,000
+11.1%
10,715
-2.3%
0.34%
-6.5%
Q3 2019$812,000
-7.0%
10,965
-2.7%
0.37%
-28.2%
Q2 2019$873,000
+1.0%
11,275
-0.3%
0.51%
-13.5%
Q1 2019$864,00011,3050.59%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q2 2020
NameSharesValueWeighting ↓
Holistic Financial Partners 49,491$4,808,5603.19%
Masso Torrence Wealth Management Inc. 36,555$3,551,6872.73%
Schrum Private Wealth Management LLC 15,138$1,470,7661.68%
IAMS WEALTH MANAGEMENT, LLC 19,240$1,869,3581.29%
ERn Financial, LLC 43,026$4,180,4140.91%
Spectrum Wealth Advisory Group, LLC 6,548$636,2460.88%
Coppell Advisory Solutions LLC 23,278$2,531,0080.87%
EUDAIMONIA ADVISORS LLC 9,229$896,7100.63%
DB Wealth Management Group, LLC 9,214$895,2320.56%
Blackhawk Capital Partners LLC. 7,724$750,4640.55%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders