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

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FIRST TR EXCHANGE TRADED FD's ticker is FXZ and the CUSIP is 33734X168. A total of 164 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%.

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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$1,236,000–30,859–0.99%–
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Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q4 2022
NameSharesValueWeighting ↓
Fulcrum Equity Management 486,838$17,585,0008.38%
Aveo Capital Partners, LLC 42,799$1,676,0000.73%
Quad-Cities Investment Group, LLC 20,581$796,0000.70%
PACIFIC SUN FINANCIAL CORP 5,695$220,0000.21%
WealthBridge Capital Management, LLC 6,393$214,0000.20%
ACG Wealth 17,626$680,0000.09%
AlphaStar Capital Management, LLC 5,785$223,0000.06%
LEVEL FOUR ADVISORY SERVICES, LLC 13,903$536,0000.05%
Prospera Financial Services Inc 9,457$365,0000.04%
NEXT Financial Group, Inc 9,295$359,0000.04%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders