Monterey Private Wealth, Inc. - FIRST TR EXCHANGE TRADED FD ownership

FIRST TR EXCHANGE TRADED FD's ticker is FXZ and the CUSIP is 33734X168. A total of 119 filers reported holding FIRST TR EXCHANGE TRADED FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Monterey Private Wealth, Inc. ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q3 2023$958,094
-2.2%
15,199
-0.4%
0.48%
+1.5%
Q2 2023$979,832
-3.8%
15,265
-2.1%
0.48%
-9.2%
Q1 2023$1,018,919
+4.9%
15,599
-2.7%
0.52%
-0.2%
Q4 2022$971,749
+14.2%
16,038
-2.2%
0.52%
+2.7%
Q3 2022$851,000
-13.9%
16,399
-6.2%
0.51%
-9.7%
Q2 2022$988,000
-18.9%
17,487
+3.4%
0.56%
-4.1%
Q1 2022$1,219,000
+16.4%
16,906
+0.4%
0.59%
+13.5%
Q4 2021$1,047,000
+5.1%
16,846
-2.4%
0.52%
-7.2%
Q3 2021$996,000
-5.7%
17,268
-6.0%
0.56%
-7.8%
Q2 2021$1,056,000
-6.0%
18,363
-5.2%
0.61%
-1.9%
Q1 2021$1,123,000
+13.7%
19,380
-5.7%
0.62%
+8.6%
Q4 2020$988,000
+20.2%
20,548
-6.2%
0.57%
+7.6%
Q3 2020$822,000
+1.9%
21,905
-5.8%
0.53%
-8.2%
Q2 2020$807,000
+13.3%
23,248
-10.7%
0.58%
-5.3%
Q1 2020$712,000
-42.4%
26,044
-15.6%
0.61%
-38.7%
Q4 2019$1,236,00030,8590.99%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q4 2021
NameSharesValueWeighting ↓
O'Dell Group, LLC 247,795$12,853,0004.65%
Crumly & Associates Inc. 198,329$10,287,0004.24%
Paragon Private Wealth Management, LLC 63,903$3,713,0003.61%
NewSquare Capital LLC 271,390$14,077,0001.76%
FOCUS Wealth Advisors, LLC 42,257$2,192,0001.55%
Purus Wealth Management, LLC 25,959$1,347,0001.24%
ETFIDEA, LLC 46,277$2,400,3881.24%
DB Wealth Management Group, LLC 23,134$1,200,0000.86%
HFG Advisors, Inc. 11,542$599,0000.83%
WCG Wealth Advisors LLC 116,436$6,040,0000.80%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders