FIRST TR EXCHANGE TRADED FD's ticker is FXN and the CUSIP is 33734X127.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,051,430 | -18.2% | 60,358 | -26.6% | 0.67% | -13.9% |
| Q2 2023 | $1,285,384 | +3.9% | 82,186 | +3.1% | 0.78% | -1.9% |
| Q1 2023 | $1,236,728 | +170.7% | 79,686 | +198.1% | 0.80% | +162.5% |
| Q4 2022 | $456,782 | +44.6% | 26,728 | +32.1% | 0.30% | +37.6% |
| Q3 2022 | $316,000 | +10433.3% | 20,229 | +7991.6% | 0.22% | +10950.0% |
| Q4 2021 | $3,000 | 0.0% | 250 | 0.0% | 0.00% | +100.0% |
| Q3 2021 | $3,000 | – | 250 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Savior LLC | 92,876 | $1,617,902 | 11.23% |
| Crumly & Associates Inc. | 519,401 | $9,047,973 | 3.55% |
| PCG Wealth Advisors, LLC | 177,576 | $3,093,400 | 2.03% |
| IronBridge Private Wealth, LLC | 189,592 | $3,302,693 | 1.79% |
| Trinity Wealth Management, LLC | 165,045 | $2,875,084 | 1.78% |
| Owen LaRue, LLC | 47,500 | $827,450 | 0.91% |
| StoneX Group Inc. | 371,845 | $6,478 | 0.89% |
| Avestar Capital, LLC | 274,907 | $4,788,880 | 0.68% |
| Stonebridge Financial Planning Group, LLC | 60,358 | $1,051,430 | 0.67% |
| TAP Consulting, LLC | 144,533 | $2,517,760 | 0.65% |