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

FIRST TR EXCHANGE TRADED FD's ticker is FXO and the CUSIP is 33734X135. A total of 125 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$158,810
-7.4%
4,198
-7.8%
0.11%
-0.9%
Q2 2023$171,572
+1.0%
4,5510.0%0.11%
-6.1%
Q1 2023$169,888
-14.7%
4,551
-7.0%
0.12%
-25.3%
Q4 2022$199,080
-84.8%
4,895
-85.9%
0.15%
-84.9%
Q3 2022$1,312,000
-3.5%
34,738
-0.1%
1.02%
+3.9%
Q2 2022$1,359,000
-16.0%
34,782
-0.4%
0.98%
-1.0%
Q1 2022$1,618,000
-51.7%
34,914
-51.8%
0.99%
-49.7%
Q4 2021$3,351,000
+5.4%
72,414
+1.7%
1.97%
+1.4%
Q3 2021$3,180,000
+1.5%
71,216
-0.7%
1.95%
+1.8%
Q2 2021$3,132,000
+5.1%
71,718
+0.4%
1.91%
+3.5%
Q1 2021$2,979,000
+10.2%
71,414
-4.2%
1.85%
+11.6%
Q4 2020$2,704,000
+64.8%
74,528
+15.2%
1.66%
+44.3%
Q3 2020$1,641,000
+51.5%
64,679
+52.2%
1.15%
+3.1%
Q2 2020$1,083,000
+13.4%
42,497
+2.4%
1.11%
+12.1%
Q1 2020$955,000
-32.6%
41,510
-1.8%
0.99%
-9.2%
Q4 2019$1,416,00042,2621.09%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q4 2020
NameSharesValueWeighting ↓
Hochman Cole Investment Advisors, Inc. 196,816$5,316,0003.66%
Ballew Advisors, Inc 64,398$1,944,0001.83%
Advisory Alpha, LLC 105,561$3,197,0001.51%
Clearwater Capital Advisors, LLC 222,819$6,018,0001.32%
Risk Paradigm Group, LLC 18,097$488,799,0001.19%
Vishria Bird Financial Group, LLC 37,109$1,002,0001.11%
Financial Enhancement Group LLC 109,997$3,518,0001.11%
HARVEST GROUP WEALTH MANAGEMENT, LLC 30,937$836,0001.08%
Eukles Asset Management 34,938$944,0000.98%
Sequoia Wealth Management, LLC 25,744$695,0000.69%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders