FIRST TR EXCHANGE TRADED FD's ticker is FPX and the CUSIP is 336920103.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $51,562 | -4.8% | 614 | 0.0% | 0.01% | -7.1% |
Q2 2023 | $54,136 | +4.9% | 614 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $51,607 | +0.9% | 614 | -5.5% | 0.01% | -6.7% |
Q4 2022 | $51,142 | -5.3% | 650 | -1.7% | 0.02% | -6.2% |
Q3 2022 | $54,000 | 0.0% | 661 | 0.0% | 0.02% | 0.0% |
Q2 2022 | $54,000 | +134.8% | 661 | +208.9% | 0.02% | +166.7% |
Q1 2022 | $23,000 | -11.5% | 214 | 0.0% | 0.01% | -14.3% |
Q4 2021 | $26,000 | 0.0% | 214 | 0.0% | 0.01% | -12.5% |
Q3 2021 | $26,000 | -3.7% | 214 | 0.0% | 0.01% | +14.3% |
Q2 2021 | $27,000 | +8.0% | 214 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $25,000 | 0.0% | 214 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $25,000 | +25.0% | 214 | 0.0% | 0.01% | +16.7% |
Q3 2020 | $20,000 | – | 214 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Ahrens Investment Partners LLC | 55,200 | $3,295,000 | 1.42% |
V Wealth Advisors LLC | 28,770 | $1,720,000 | 0.81% |
Cetera Investment Advisers | 38,259 | $2,284,000 | 0.56% |
WINTRUST INVESTMENTS LLC | 31,493 | $1,880,000 | 0.50% |
Kingsview Wealth Management, LLC | 13,558 | $809,000 | 0.42% |
SignalPoint Asset Management, LLC | 20,239 | $1,208,000 | 0.33% |
NTV ASSET MANAGEMENT LLC | 15,411 | $919,000 | 0.28% |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 4,789 | $286,000 | 0.24% |
Tower Research Capital LLC (TRC) | 33,019 | $1,971,000 | 0.22% |
Atria Investments, Inc | 45,300 | $2,704,000 | 0.16% |