FIRST TR EXCHANGE TRADED FD's ticker is FPXI and the CUSIP is 33734X853.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $339,367 | -2.8% | 8,833 | -0.7% | 0.03% | -22.0% |
Q2 2023 | $349,139 | +20.4% | 8,893 | +25.1% | 0.04% | +17.1% |
Q1 2023 | $289,961 | +16.4% | 7,110 | +10.9% | 0.04% | +6.1% |
Q4 2022 | $249,089 | -37.6% | 6,410 | -42.6% | 0.03% | -45.0% |
Q3 2022 | $399,000 | +20.9% | 11,163 | +46.4% | 0.06% | +22.4% |
Q2 2022 | $330,000 | +10.4% | 7,625 | +24.4% | 0.05% | +25.6% |
Q1 2022 | $299,000 | -18.3% | 6,129 | -3.6% | 0.04% | -18.8% |
Q4 2021 | $366,000 | – | 6,356 | – | 0.05% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Spectrum Wealth Advisory Group, LLC | 81,990 | $3,552,000 | 3.96% |
Bickling Financial Services, Inc. | 130,397 | $5,649,000 | 3.58% |
Kowal Investment Group, LLC | 242,522 | $10,506,000 | 3.44% |
TOTAL INVESTMENT MANAGEMENT INC | 397,428 | $17,217,000 | 3.12% |
Integrity Financial Corp /WA | 67,752 | $2,935,000 | 2.79% |
Savior LLC | 58,685 | $2,542,000 | 2.33% |
SFI Advisors, LLC | 36,572 | $1,584,000 | 1.76% |
Octavia Wealth Advisors, LLC | 152,687 | $6,601,000 | 1.73% |
CAPITAL WEALTH MANAGEMENT, LLC | 40,677 | $1,762,000 | 1.31% |
Braun-Bostich & Associates Inc. | 11,302 | $490,000 | 1.27% |