FIRST TR EXCHANGE TRADED FD's ticker is FXZ and the CUSIP is 33734X168. A total of 182 filers reported holding FIRST TR EXCHANGE TRADED FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,009 | -1.8% | 16 | 0.0% | 0.00% | – |
| Q2 2023 | $1,027 | -1.7% | 16 | 0.0% | 0.00% | – |
| Q1 2023 | $1,045 | +7.8% | 16 | 0.0% | 0.00% | – |
| Q4 2022 | $969 | -93.1% | 16 | -94.1% | 0.00% | -100.0% |
| Q3 2022 | $14,000 | -65.9% | 272 | -62.5% | 0.00% | -66.7% |
| Q2 2022 | $41,000 | +115.8% | 725 | +166.5% | 0.01% | +140.0% |
| Q1 2022 | $19,000 | +18.8% | 272 | +6.2% | 0.01% | +25.0% |
| Q4 2021 | $16,000 | +14.3% | 256 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $14,000 | -6.7% | 256 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $15,000 | +7.1% | 256 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $14,000 | +16.7% | 256 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $12,000 | +20.0% | 256 | 0.0% | 0.00% | +33.3% |
| Q3 2020 | $10,000 | – | 256 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fulcrum Equity Management | 486,838 | $17,585,000 | 8.38% |
| Aveo Capital Partners, LLC | 42,799 | $1,676,000 | 0.73% |
| Quad-Cities Investment Group, LLC | 20,581 | $796,000 | 0.70% |
| PACIFIC SUN FINANCIAL CORP | 5,695 | $220,000 | 0.21% |
| WealthBridge Capital Management, LLC | 6,393 | $214,000 | 0.20% |
| ACG Wealth | 17,626 | $680,000 | 0.09% |
| AlphaStar Capital Management, LLC | 5,785 | $223,000 | 0.06% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 13,903 | $536,000 | 0.05% |
| Prospera Financial Services Inc | 9,457 | $365,000 | 0.04% |
| NEXT Financial Group, Inc | 9,295 | $359,000 | 0.04% |