FIRST TR EXCHANGE TRADED FD's ticker is FXZ and the CUSIP is 33734X168. A total of 141 filers reported holding FIRST TR EXCHANGE TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,038 | -9.0% | 16 | 0.0% | 0.00% | – |
| Q1 2024 | $1,141 | +3.4% | 16 | 0.0% | 0.00% | – |
| Q4 2023 | $1,104 | +9.4% | 16 | 0.0% | 0.00% | – |
| 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 ↓ |
|---|---|---|---|
| SignalPoint Asset Management, LLC | 85,625 | $2,272,000 | 1.84% |
| Beaumont Financial Partners, LLC | 226,879 | $6,021,000 | 0.56% |
| Prospera Financial Services Inc | 34,563 | $931,000 | 0.43% |
| FDx Advisors, Inc. | 66,801 | $1,773,000 | 0.23% |
| WealthTrust Fairport, LLC | 48,448 | $1,286,000 | 0.23% |
| NAVELLIER & ASSOCIATES INC | 120,135 | $3,188,000 | 0.15% |
| Regal Investment Advisors LLC | 6,294 | $167,000 | 0.09% |
| HighTower Advisors, LLC | 91,286 | $2,423,000 | 0.07% |
| Placemark Investments, Inc. | 106,773 | $2,831,000 | 0.06% |
| STIFEL NICOLAUS & CO INC \MO\ | 126,313 | $3,352,347,000 | 0.06% |