TruWealth Advisors, LLC - FIRST TR EXCHANGE TRADED FD ownership

FIRST TR EXCHANGE TRADED FD's ticker is FXL and the CUSIP is 33734X176. A total of 197 filers reported holding FIRST TR EXCHANGE TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
TruWealth Advisors, LLC ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q3 2023$666,648
-3.4%
5,9980.0%0.06%
-3.4%
Q2 2023$690,010
-5.9%
5,998
-13.9%
0.06%
-11.9%
Q1 2023$732,964
+14.9%
6,9680.0%0.07%
+8.1%
Q4 2022$637,920
-1.3%
6,968
-6.4%
0.06%
-8.8%
Q3 2022$646,000
-7.8%
7,4480.0%0.07%
-9.3%
Q2 2022$701,000
-19.0%
7,4480.0%0.08%
-16.7%
Q1 2022$865,000
-12.0%
7,4480.0%0.09%
-10.0%
Q4 2021$983,000
+46.5%
7,448
+36.4%
0.10%
+33.3%
Q3 2021$671,000
-5.6%
5,459
-4.6%
0.08%
-9.6%
Q2 2021$711,000
+7.7%
5,724
-1.4%
0.08%
-7.8%
Q1 2021$660,000
-12.9%
5,807
-14.4%
0.09%
-20.4%
Q4 2020$758,0006,7830.11%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q3 2023
NameSharesValueWeighting ↓
Genesee Capital Advisors, LLC 112,940$12,629,0008.27%
Hochman Cole Investment Advisors, Inc. 153,221$17,133,0007.38%
Triton Wealth Management, PLLC 68,892$7,664,0004.88%
O'Dell Group, LLC 107,588$12,031,0004.68%
NewSquare Capital LLC 199,213$22,276,0003.12%
Secure Asset Management, LLC 41,661$4,659,0002.74%
Kowal Investment Group, LLC 47,146$5,447,0002.53%
Fulcrum Equity Management 55,758$6,235,0002.49%
Transamerica Financial Advisors, Inc. 769$86,0001.78%
Gateway Advisory, LLC 72,099$8,062,0001.76%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders