FIRST TR EXCHANGE TRADED FD's ticker is FXR and the CUSIP is 33734X150.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $21,019 | -4.4% | 366 | 0.0% | 0.01% | -16.7% |
Q2 2023 | $21,993 | +8.2% | 366 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $20,331 | +7.8% | 366 | 0.0% | 0.01% | +20.0% |
Q4 2022 | $18,853 | +10.9% | 366 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $17,000 | -5.6% | 366 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $18,000 | -14.3% | 366 | 0.0% | 0.01% | -16.7% |
Q1 2022 | $21,000 | -4.5% | 366 | +3.7% | 0.01% | 0.0% |
Q4 2021 | $22,000 | +10.0% | 353 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $20,000 | -4.8% | 353 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $21,000 | +10.5% | 353 | 0.0% | 0.01% | +20.0% |
Q1 2021 | $19,000 | +11.8% | 353 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $17,000 | +21.4% | 353 | 0.0% | 0.01% | +25.0% |
Q3 2020 | $14,000 | – | 353 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
O'Dell Group, LLC | 314,053 | $18,036,076 | 5.49% |
Crumly & Associates Inc. | 88,525 | $5,083,974 | 2.00% |
NewSquare Capital LLC | 320,863 | $18,427,162 | 1.95% |
IronBridge Private Wealth, LLC | 59,805 | $3,434,603 | 1.86% |
Schrum Private Wealth Management LLC | 26,574 | $1,526,145 | 1.74% |
Virtue Capital Management, LLC | 166,925 | $9,935,376 | 1.69% |
Paragon Private Wealth Management, LLC | 31,043 | $1,782,799 | 1.47% |
Nilsine Partners, LLC | 156,929 | $9,012,442 | 1.36% |
MinichMacGregor Wealth Management, LLC | 62,684 | $3,599,914 | 1.19% |
TriaGen Wealth Management LLC | 35,020 | $2,011,199 | 1.03% |