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

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FIRST TR EXCHANGE TRADED FD's ticker is FXR and the CUSIP is 33734X150. A total of 74 filers reported holding FIRST TR EXCHANGE TRADED FD in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

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Quarter-by-quarter ownership
BELLEVUE ASSET MANAGEMENT, LLC ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q3 2023$291,686
-4.4%
5,0790.0%0.20%
+2.1%
Q2 2023$305,197
+8.2%
5,0790.0%0.19%
+0.5%
Q1 2023$282,138
+8.5%
5,0790.0%0.19%
-5.0%
Q4 2022$259,943
+8.3%
5,0790.0%0.20%
+7.5%
Q3 2022$240,000
-2.4%
5,0790.0%0.19%
+5.1%
Q2 2022$246,000
-15.2%
5,0790.0%0.18%0.0%
Q1 2022$290,000
-32.2%
5,079
-25.9%
0.18%
-29.4%
Q4 2021$428,000
+7.5%
6,851
-0.2%
0.25%
+3.3%
Q3 2021$398,000
-5.5%
6,867
-3.8%
0.24%
-5.1%
Q2 2021$421,000
-48.5%
7,136
-50.4%
0.26%
-49.3%
Q1 2021$817,000
+8.2%
14,377
-1.8%
0.51%
+9.7%
Q4 2020$755,000
-0.1%
14,641
-20.7%
0.46%
-12.7%
Q3 2020$756,000
-15.9%
18,453
-22.3%
0.53%
-42.7%
Q2 2020$899,000
-23.9%
23,764
-33.5%
0.92%
-24.7%
Q1 2020$1,181,000
-30.4%
35,730
-5.0%
1.23%
-6.4%
Q4 2019$1,697,000–37,593–1.31%–
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Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q2 2020
NameSharesValueWeighting ↓
O'Dell Group, LLC 314,053$18,036,0765.49%
Crumly & Associates Inc. 88,525$5,083,9742.00%
NewSquare Capital LLC 320,863$18,427,1621.95%
IronBridge Private Wealth, LLC 59,805$3,434,6031.86%
Schrum Private Wealth Management LLC 26,574$1,526,1451.74%
Virtue Capital Management, LLC 166,925$9,935,3761.69%
Paragon Private Wealth Management, LLC 31,043$1,782,7991.47%
Nilsine Partners, LLC 156,929$9,012,4421.36%
MinichMacGregor Wealth Management, LLC 62,684$3,599,9141.19%
TriaGen Wealth Management LLC 35,020$2,011,1991.03%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders