FIRST TR EXCHANGE TRADED FD's ticker is FXL and the CUSIP is 33734X176. A total of 211 filers reported holding FIRST TR EXCHANGE TRADED FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,831,227 | -3.4% | 16,476 | 0.0% | 0.92% | 0.0% |
| Q2 2023 | $1,895,399 | +6.9% | 16,476 | -2.3% | 0.92% | +1.5% |
| Q1 2023 | $1,773,714 | +14.9% | 16,862 | 0.0% | 0.91% | +13.7% |
| Q4 2022 | $1,543,716 | +3.7% | 16,862 | -1.7% | 0.80% | -5.2% |
| Q3 2022 | $1,488,000 | -7.5% | 17,162 | 0.0% | 0.84% | -2.8% |
| Q2 2022 | $1,609,000 | -27.1% | 17,162 | -9.7% | 0.87% | -18.6% |
| Q1 2022 | $2,207,000 | -12.7% | 18,999 | -0.8% | 1.07% | -11.1% |
| Q4 2021 | $2,528,000 | +6.9% | 19,152 | -0.5% | 1.20% | -6.5% |
| Q3 2021 | $2,364,000 | -1.0% | 19,243 | 0.0% | 1.28% | +2.7% |
| Q2 2021 | $2,389,000 | +9.7% | 19,243 | +0.4% | 1.25% | +1.9% |
| Q1 2021 | $2,177,000 | +1.3% | 19,159 | -0.3% | 1.23% | -7.6% |
| Q4 2020 | $2,150,000 | – | 19,224 | – | 1.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Genesee Capital Advisors, LLC | 112,940 | $12,629,000 | 8.27% |
| Hochman Cole Investment Advisors, Inc. | 153,221 | $17,133,000 | 7.38% |
| Triton Wealth Management, PLLC | 68,892 | $7,664,000 | 4.88% |
| O'Dell Group, LLC | 107,588 | $12,031,000 | 4.68% |
| NewSquare Capital LLC | 199,213 | $22,276,000 | 3.12% |
| Secure Asset Management, LLC | 41,661 | $4,659,000 | 2.74% |
| Kowal Investment Group, LLC | 47,146 | $5,447,000 | 2.53% |
| Fulcrum Equity Management | 55,758 | $6,235,000 | 2.49% |
| Transamerica Financial Advisors, Inc. | 769 | $86,000 | 1.78% |
| Gateway Advisory, LLC | 72,099 | $8,062,000 | 1.76% |