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

FIRST TR EXCHANGE TRADED FD's ticker is FXR and the CUSIP is 33734X150. A total of 179 filers reported holding FIRST TR EXCHANGE TRADED FD in Q1 2023. 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$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$1,697,00037,5931.31%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q1 2023
NameSharesValueWeighting ↓
Sterling Manor Financial, LLC 52,404$2,630,0002.44%
Fulcrum Equity Management 118,178$5,930,0002.36%
NAVELLIER & ASSOCIATES INC 123,732$6,209,0001.12%
MTM Investment Management, LLC 22,485$1,128,0000.70%
DB Wealth Management Group, LLC 16,527$829,0000.61%
Coppell Advisory Solutions LLC 22,258$1,117,0000.56%
BELLEVUE ASSET MANAGEMENT, LLC 14,641$755,0000.46%
Quad-Cities Investment Group, LLC 9,903$497,0000.41%
Prospera Financial Services Inc 99,883$5,012,0000.34%
Psagot Value Holdings Ltd. 235,234$11,804,0000.27%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders