FIRST TR EXCHANGE TRADED FD's ticker is FXO and the CUSIP is 33734X135. A total of 107 filers reported holding FIRST TR EXCHANGE TRADED FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $228,191 | -2.4% | 6,032 | -2.7% | 0.06% | +3.8% |
| Q2 2023 | $233,816 | +1.0% | 6,202 | 0.0% | 0.05% | -5.4% |
| Q1 2023 | $231,521 | -8.9% | 6,202 | 0.0% | 0.06% | -9.7% |
| Q4 2022 | $254,034 | +11.4% | 6,202 | 0.0% | 0.06% | +5.1% |
| Q3 2022 | $228,000 | -33.9% | 6,202 | -30.1% | 0.06% | -6.3% |
| Q2 2022 | $345,000 | +49.4% | 8,873 | +76.1% | 0.06% | +61.5% |
| Q1 2022 | $231,000 | -26.0% | 5,040 | -28.6% | 0.04% | -30.4% |
| Q3 2021 | $312,000 | +1.3% | 7,060 | 0.0% | 0.06% | -3.4% |
| Q2 2021 | $308,000 | +4.8% | 7,060 | 0.0% | 0.06% | -4.9% |
| Q1 2021 | $294,000 | +8.5% | 7,060 | -10.7% | 0.06% | 0.0% |
| Q4 2020 | $271,000 | +34.2% | 7,908 | -0.7% | 0.06% | +17.3% |
| Q3 2020 | $202,000 | -1.5% | 7,963 | -0.9% | 0.05% | -33.3% |
| Q2 2020 | $205,000 | -1.9% | 8,038 | -18.7% | 0.08% | -15.2% |
| Q1 2020 | $209,000 | -51.7% | 9,885 | -23.5% | 0.09% | -46.5% |
| Q4 2019 | $433,000 | – | 12,915 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hochman Cole Investment Advisors, Inc. | 198,418 | $6,159,000 | 4.30% |
| NAVELLIER & ASSOCIATES INC | 662,743 | $20,572,000 | 3.12% |
| Shamrock Asset Management LLC | 153,127 | $4,909,000 | 2.93% |
| Ballew Advisors, Inc | 64,363 | $1,998,000 | 1.75% |
| Clearwater Capital Advisors, LLC | 239,534 | $7,435,000 | 1.54% |
| Advisory Alpha, LLC | 131,314 | $4,151,000 | 1.44% |
| BREITER CAPITAL MANAGEMENT INC | 28,891 | $897,000 | 1.22% |
| HAYS ADVISORY LLC | 76,868 | $2,386,000 | 1.15% |
| Financial Enhancement Group LLC | 97,986 | $3,041,000 | 1.07% |
| PACIFIC SUN FINANCIAL CORP | 22,750 | $706,000 | 0.93% |