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 182 filers reported holding FIRST TR EXCHANGE TRADED FD in Q3 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 Q3 2022
NameSharesValueWeighting ↓
SFI Advisors, LLC 112,191$4,244,1864.15%
IronBridge Private Wealth, LLC 96,560$3,652,8661.98%
Crumly & Associates Inc. 99,083$3,748,2941.47%
Schrum Private Wealth Management LLC 26,573$1,005,2571.15%
Ballew Advisors, Inc 34,206$1,252,9501.03%
Choice Wealth Advisors, LLC 38,322$1,449,7211.02%
Privium Fund Management (UK) Ltd 30,490$1,153,4370.90%
DB Wealth Management Group, LLC 30,565$1,156,2680.73%
Secure Asset Management, LLC 58,164$2,200,3610.66%
NAVELLIER & ASSOCIATES INC 84,493$3,196,3700.55%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders