ForthRight Wealth Management, LLC - FIRST TR EXCHANGE TRADED FD ownership

FIRST TR EXCHANGE TRADED FD's ticker is FGD and the CUSIP is 33734X200. A total of 123 filers reported holding FIRST TR EXCHANGE TRADED FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
ForthRight Wealth Management, LLC ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q3 2023$3,048,727
-7.4%
147,925
-3.6%
1.31%
-4.5%
Q2 2023$3,291,152
-9.7%
153,505
-6.9%
1.38%
-17.6%
Q1 2023$3,646,668
-8.0%
164,933
-8.6%
1.67%
-17.6%
Q4 2022$3,964,451
+21.1%
180,366
+2.2%
2.03%
+5.6%
Q3 2022$3,273,000
-12.3%
176,527
+2.8%
1.92%
-7.5%
Q2 2022$3,732,000
-17.7%
171,676
-4.1%
2.08%
-11.5%
Q1 2022$4,536,000
+43.1%
179,016
+41.9%
2.34%
+35.3%
Q4 2021$3,170,000
-4.0%
126,192
-4.5%
1.73%
-13.6%
Q3 2021$3,302,000
-2.5%
132,071
+1.2%
2.00%
-6.7%
Q2 2021$3,387,000
+1.9%
130,568
-1.2%
2.15%
-4.7%
Q1 2021$3,324,000
+1.3%
132,201
-11.7%
2.26%
-12.5%
Q4 2020$3,280,000149,6502.58%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q1 2023
NameSharesValueWeighting ↓
Hibernia Wealth Partners, LLC 206,203$4,249,8433.29%
FOREFRONT WEALTH MANAGEMENT INC. 59,564$1,227,6061.72%
ForthRight Wealth Management, LLC 147,925$3,048,7271.31%
FUKOKU MUTUAL LIFE INSURANCE Co 632,000$13,025,5201.19%
Harvest Investment Services, LLC 70,438$1,451,7270.93%
Twelve Points Wealth Management LLC 70,822$1,459,6420.73%
Authentikos Wealth Advisory, LLC 23,086$475,8020.46%
Mission Creek Capital Partners, Inc. 63,615$1,311,1040.44%
COTTONWOOD CAPITAL ADVISORS, LLC 21,752$448,2990.42%
Elevated Capital Advisors, LLC 51,505$1,061,5110.36%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders