BELLEVUE ASSET MANAGEMENT, LLC - FIRST TR EXCHANGE TRADED FD ownership

FIRST TR EXCHANGE TRADED FD's ticker is FXG and the CUSIP is 33734X119. A total of 87 filers reported holding FIRST TR EXCHANGE TRADED FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
BELLEVUE ASSET MANAGEMENT, LLC ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q3 2023$173,236
-4.0%
2,871
-0.3%
0.12%
+2.7%
Q2 2023$180,369
+0.9%
2,8790.0%0.11%
-6.6%
Q1 2023$178,699
-0.2%
2,879
+0.3%
0.12%
-12.9%
Q4 2022$179,116
+1.2%
2,871
-6.8%
0.14%
+0.7%
Q3 2022$177,000
-6.8%
3,0800.0%0.14%
+0.7%
Q2 2022$190,000
-3.6%
3,0800.0%0.14%
+13.2%
Q1 2022$197,000
-41.2%
3,080
-43.1%
0.12%
-38.6%
Q4 2021$335,000
+0.9%
5,413
-7.2%
0.20%
-3.0%
Q3 2021$332,000
-3.2%
5,833
-3.2%
0.20%
-2.9%
Q2 2021$343,000
-48.7%
6,025
-48.1%
0.21%
-49.5%
Q1 2021$668,000
-67.1%
11,615
-69.4%
0.41%
-66.7%
Q4 2020$2,033,000
+19.9%
37,936
+7.5%
1.24%
+4.9%
Q3 2020$1,696,000
-25.8%
35,285
-29.0%
1.19%
-49.5%
Q2 2020$2,287,000
+2.7%
49,664
-0.6%
2.35%
+1.6%
Q1 2020$2,226,000
-15.9%
49,982
-5.5%
2.31%
+13.1%
Q4 2019$2,647,00052,9072.04%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q4 2020
NameSharesValueWeighting ↓
IronBridge Private Wealth, LLC 123,808$7,889,0004.86%
Smart Portfolios, LLC 47,015$2,996,0004.74%
Sterling Manor Financial, LLC 82,979$5,287,0004.23%
Signify Wealth 63,659$4,056,0002.72%
WESPAC Advisors, LLC 35,605$2,269,0002.46%
CMC Financial Group 26,274$1,695,0001.89%
Fulcrum Equity Management 32,928$2,098,0001.24%
Financial Enhancement Group LLC 92,805$5,914,0001.10%
National Wealth Management Group, LLC 17,544$1,117,8811.08%
Virtue Capital Management, LLC 105,461$6,720,0001.06%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders