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 192 filers reported holding FIRST TR EXCHANGE TRADED FD in Q4 2022. 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 Q4 2022
NameSharesValueWeighting ↓
Fulcrum Equity Management 389,795$24,916,0008.56%
Hochman Cole Investment Advisors, Inc. 197,611$12,631,0007.53%
O'Dell Group, LLC 159,968$10,225,0006.45%
TOTAL INVESTMENT MANAGEMENT INC 379,368$23,904,0005.75%
Shamrock Asset Management LLC 108,233$6,918,0005.48%
Astor Investment Management LLC 394,617$25,223,0004.17%
NewSquare Capital LLC 325,809$20,826,0003.97%
NAVELLIER & ASSOCIATES INC 303,038$19,370,0003.01%
Premia Global Advisors, LLC 37,990$2,414,0002.44%
Gateway Advisory, LLC 126,150$8,064,0002.09%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders