FIRST TR EXCHANGE TRADED FD's ticker is FXO and the CUSIP is 33734X135. A total of 170 filers reported holding FIRST TR EXCHANGE TRADED FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $363,244 | -1.7% | 9,602 | -2.0% | 0.01% | -7.1% |
| Q2 2023 | $369,535 | +1.0% | 9,802 | 0.0% | 0.01% | -6.7% |
| Q1 2023 | $365,909 | -7.2% | 9,802 | +1.9% | 0.02% | -11.8% |
| Q4 2022 | $394,117 | -18.1% | 9,622 | -26.3% | 0.02% | -26.1% |
| Q3 2022 | $481,000 | -5.1% | 13,057 | 0.0% | 0.02% | -4.2% |
| Q2 2022 | $507,000 | +27.1% | 13,057 | +51.4% | 0.02% | +41.2% |
| Q4 2021 | $399,000 | +4.5% | 8,622 | 0.0% | 0.02% | -5.6% |
| Q3 2021 | $382,000 | +33.6% | 8,622 | +33.0% | 0.02% | +28.6% |
| Q2 2021 | $286,000 | +10.9% | 6,482 | -46.9% | 0.01% | -60.0% |
| Q1 2020 | $258,000 | -57.4% | 12,203 | -32.5% | 0.04% | -53.9% |
| Q4 2019 | $606,000 | +111.9% | 18,076 | +101.4% | 0.08% | +68.9% |
| Q3 2019 | $286,000 | -29.7% | 8,977 | -29.5% | 0.04% | -45.8% |
| Q3 2018 | $407,000 | -1.9% | 12,726 | -4.0% | 0.08% | -16.2% |
| Q2 2018 | $415,000 | – | 13,259 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hochman Cole Investment Advisors, Inc. | 199,199 | $6,241,000 | 4.10% |
| NAVELLIER & ASSOCIATES INC | 681,513 | $21,352,000 | 2.97% |
| Shamrock Asset Management LLC | 153,007 | $4,794,000 | 2.92% |
| Ballew Advisors, Inc | 64,979 | $2,036,000 | 2.29% |
| Clearwater Capital Advisors, LLC | 238,144 | $7,461,000 | 1.53% |
| HAYS ADVISORY LLC | 74,936 | $2,348,000 | 1.30% |
| BREITER CAPITAL MANAGEMENT INC | 28,397 | $890,000 | 1.24% |
| Advisory Alpha, LLC | 145,960 | $4,697,000 | 1.18% |
| Vishria Bird Financial Group, LLC | 37,834 | $1,185,000 | 1.10% |
| Financial Enhancement Group LLC | 100,463 | $3,148,000 | 1.08% |