FIRST TR EXCHANGE TRADED FD's ticker is FPX and the CUSIP is 336920103. A total of 147 filers reported holding FIRST TR EXCHANGE TRADED FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $667,532 | -8.6% | 7,949 | -4.0% | 0.13% | -14.9% |
| Q2 2023 | $730,370 | +107.4% | 8,282 | +97.6% | 0.15% | -9.2% |
| Q1 2023 | $352,221 | -6.6% | 4,191 | -12.5% | 0.16% | -18.9% |
| Q4 2022 | $377,029 | -14.7% | 4,792 | -12.2% | 0.20% | -24.2% |
| Q3 2022 | $442,000 | -4.9% | 5,459 | -3.5% | 0.26% | -5.0% |
| Q2 2022 | $465,000 | -41.6% | 5,657 | -22.5% | 0.28% | -21.0% |
| Q1 2022 | $796,000 | -67.5% | 7,300 | -63.5% | 0.35% | -68.9% |
| Q4 2021 | $2,452,000 | -29.7% | 20,016 | -29.2% | 1.13% | -37.8% |
| Q3 2021 | $3,488,000 | -0.8% | 28,263 | +2.5% | 1.82% | -4.3% |
| Q2 2021 | $3,517,000 | +33.6% | 27,587 | +24.9% | 1.90% | +29.5% |
| Q1 2021 | $2,632,000 | +38.9% | 22,091 | +37.9% | 1.47% | +15.6% |
| Q4 2020 | $1,895,000 | +41.2% | 16,020 | +15.3% | 1.27% | +13.5% |
| Q3 2020 | $1,342,000 | -7.6% | 13,890 | -19.8% | 1.12% | -13.3% |
| Q2 2020 | $1,452,000 | – | 17,329 | – | 1.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Spectrum Wealth Advisory Group, LLC | 56,126 | $4,203,000 | 6.57% |
| AFFINITY WEALTH MANAGEMENT LLC | 91,266 | $12,677,000 | 5.03% |
| Sequoia Wealth Management, LLC | 56,986 | $4,274,000 | 3.46% |
| Ahrens Investment Partners LLC | 73,240 | $5,485,000 | 2.50% |
| Insight Wealth Strategies, LLC | 103,777 | $5,606,000 | 1.57% |
| Golden State Wealth Management, LLC | 44,616 | $3,341,000 | 1.12% |
| Capital Advisory Group Advisory Services, LLC | 15,110 | $1,131,000 | 0.81% |
| Cetera Investment Advisers | 65,398 | $4,890,000 | 0.69% |
| Concentrum Wealth Management | 6,807 | $510,000 | 0.67% |
| SignalPoint Asset Management, LLC | 17,239 | $1,291,000 | 0.56% |