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

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FIRST TR EXCHANGE TRADED FD's ticker is FXO and the CUSIP is 33734X135. A total of 181 filers reported holding FIRST TR EXCHANGE TRADED FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

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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$1,416,000–42,262–1.09%–
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Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q2 2022
NameSharesValueWeighting ↓
Hochman Cole Investment Advisors, Inc. 198,418$6,159,0004.30%
NAVELLIER & ASSOCIATES INC 662,743$20,572,0003.12%
Shamrock Asset Management LLC 153,127$4,909,0002.93%
Ballew Advisors, Inc 64,363$1,998,0001.75%
Clearwater Capital Advisors, LLC 239,534$7,435,0001.54%
Advisory Alpha, LLC 131,314$4,151,0001.44%
BREITER CAPITAL MANAGEMENT INC 28,891$897,0001.22%
HAYS ADVISORY LLC 76,868$2,386,0001.15%
Financial Enhancement Group LLC 97,986$3,041,0001.07%
PACIFIC SUN FINANCIAL CORP 22,750$706,0000.93%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders