FIRST TR EXCHANGE TRADED FD's ticker is FXL and the CUSIP is 33734X176. A total of 216 filers reported holding FIRST TR EXCHANGE TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $61,181 | +1.1% | 449 | 0.0% | 0.01% | 0.0% |
| Q1 2024 | $60,534 | +5.3% | 449 | 0.0% | 0.01% | -7.1% |
| Q4 2023 | $57,504 | +15.2% | 449 | 0.0% | 0.01% | +7.7% |
| Q3 2023 | $49,904 | -3.4% | 449 | 0.0% | 0.01% | -7.1% |
| Q2 2023 | $51,653 | +9.4% | 449 | 0.0% | 0.01% | +7.7% |
| Q1 2023 | $47,230 | +14.9% | 449 | 0.0% | 0.01% | +8.3% |
| Q4 2022 | $41,106 | +5.4% | 449 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $39,000 | -7.1% | 449 | 0.0% | 0.01% | -7.7% |
| Q2 2022 | $42,000 | -19.2% | 449 | 0.0% | 0.01% | -7.1% |
| Q1 2022 | $52,000 | -11.9% | 449 | 0.0% | 0.01% | -6.7% |
| Q4 2021 | $59,000 | +7.3% | 449 | 0.0% | 0.02% | -6.2% |
| Q3 2021 | $55,000 | -1.8% | 449 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $56,000 | +9.8% | 449 | 0.0% | 0.02% | +14.3% |
| Q1 2021 | $51,000 | +2.0% | 449 | 0.0% | 0.01% | -6.7% |
| Q4 2020 | $50,000 | +25.0% | 449 | 0.0% | 0.02% | +15.4% |
| Q3 2020 | $40,000 | – | 449 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Genesee Capital Advisors, LLC | 112,385 | $15,313,625 | 7.51% |
| Choice Wealth Advisors, LLC | 58,717 | $8,000,795 | 4.24% |
| Schrum Private Wealth Management LLC | 23,544 | $3,208,106 | 2.89% |
| Triton Wealth Management, PLLC | 33,520 | $4,638,192 | 2.71% |
| RVW Wealth, LLC | 194,534 | $26,507,190 | 2.64% |
| Socha Financial Group, LLC | 35,224 | $4,799,622 | 2.25% |
| IronBridge Private Wealth, LLC | 34,171 | $4,656,143 | 1.74% |
| Kowal Investment Group, LLC | 50,897 | $6,935,266 | 1.38% |
| Virtue Capital Management, LLC | 49,300 | $6,831,538 | 1.17% |
| Paragon Private Wealth Management, LLC | 14,052 | $1,914,726 | 1.08% |