FIRST TR EXCHANGE TRADED FD's ticker is FPX and the CUSIP is 336920103.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $139,152 | -4.8% | 1,657 | 0.0% | 0.03% | -2.9% |
Q2 2023 | $146,098 | +4.9% | 1,657 | 0.0% | 0.04% | 0.0% |
Q1 2023 | $139,271 | +6.8% | 1,657 | 0.0% | 0.04% | +2.9% |
Q4 2022 | $130,373 | -2.7% | 1,657 | 0.0% | 0.03% | -10.5% |
Q3 2022 | $134,000 | -1.5% | 1,657 | 0.0% | 0.04% | +2.7% |
Q2 2022 | $136,000 | -24.9% | 1,657 | 0.0% | 0.04% | -17.8% |
Q1 2022 | $181,000 | -10.8% | 1,657 | 0.0% | 0.04% | -8.2% |
Q4 2021 | $203,000 | -0.5% | 1,657 | 0.0% | 0.05% | -5.8% |
Q3 2021 | $204,000 | -3.3% | 1,657 | 0.0% | 0.05% | -7.1% |
Q2 2021 | $211,000 | +7.1% | 1,657 | 0.0% | 0.06% | +3.7% |
Q1 2021 | $197,000 | +0.5% | 1,657 | 0.0% | 0.05% | 0.0% |
Q4 2020 | $196,000 | +22.5% | 1,657 | 0.0% | 0.05% | +12.5% |
Q3 2020 | $160,000 | +15.1% | 1,657 | 0.0% | 0.05% | -2.0% |
Q2 2020 | $139,000 | +33.7% | 1,657 | 0.0% | 0.05% | +11.4% |
Q1 2020 | $104,000 | -69.6% | 1,657 | -61.1% | 0.04% | -76.5% |
Q4 2019 | $342,000 | +5.9% | 4,256 | 0.0% | 0.19% | -1.1% |
Q3 2019 | $323,000 | +1.6% | 4,256 | +4.3% | 0.19% | -1.6% |
Q2 2019 | $318,000 | -8.9% | 4,079 | -12.5% | 0.19% | -10.3% |
Q1 2019 | $349,000 | +20.8% | 4,664 | 0.0% | 0.21% | +0.5% |
Q4 2018 | $289,000 | – | 4,664 | – | 0.21% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Spectrum Wealth Advisory Group, LLC | 26,909 | $2,095,000 | 4.28% |
Sequoia Wealth Management, LLC | 54,076 | $4,321,000 | 4.09% |
Ahrens Investment Partners LLC | 71,590 | $5,578,000 | 2.53% |
Golden State Wealth Management, LLC | 49,853 | $3,884,000 | 1.23% |
PACIFIC SUN FINANCIAL CORP | 11,626 | $906,000 | 0.87% |
Cetera Investment Advisers | 82,976 | $6,463,000 | 0.83% |
Capital Advisory Group Advisory Services, LLC | 15,090 | $1,178,000 | 0.79% |
Concentrum Wealth Management | 7,137 | $556,000 | 0.67% |
SignalPoint Asset Management, LLC | 16,731 | $1,303,000 | 0.62% |
Global Trust Asset Management, LLC | 11,703 | $912,000 | 0.61% |