FIRST TR EXCHANGE TRADED FD's ticker is FXL and the CUSIP is 33734X176. A total of 199 filers reported holding FIRST TR EXCHANGE TRADED FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,000,795 | +2.1% | 58,717 | +1.0% | 4.24% | -10.5% |
| Q1 2024 | $7,834,160 | +5.2% | 58,108 | -0.1% | 4.74% | +2.8% |
| Q4 2023 | $7,449,597 | +14.2% | 58,168 | -0.8% | 4.61% | +0.2% |
| Q3 2023 | $6,520,474 | -3.3% | 58,666 | +0.1% | 4.61% | +0.3% |
| Q2 2023 | $6,744,961 | +14.8% | 58,631 | +5.0% | 4.59% | +7.5% |
| Q1 2023 | $5,873,941 | +17.1% | 55,841 | +1.9% | 4.27% | +13.5% |
| Q4 2022 | $5,015,771 | +13.4% | 54,787 | +7.3% | 3.76% | +1.7% |
| Q3 2022 | $4,425,000 | – | 51,037 | – | 3.70% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Genesee Capital Advisors, LLC | 112,385 | $15,313,625 | 7.51% |
| Choice Wealth Advisors, LLC | 58,717 | $8,000,795 | 4.24% |
| Schrum Private Wealth Management LLC | 23,544 | $3,208,106 | 2.89% |
| Triton Wealth Management, PLLC | 33,520 | $4,638,192 | 2.71% |
| RVW Wealth, LLC | 194,534 | $26,507,190 | 2.64% |
| Socha Financial Group, LLC | 35,224 | $4,799,622 | 2.25% |
| IronBridge Private Wealth, LLC | 34,171 | $4,656,143 | 1.74% |
| Kowal Investment Group, LLC | 50,897 | $6,935,266 | 1.38% |
| Virtue Capital Management, LLC | 49,300 | $6,831,538 | 1.17% |
| Paragon Private Wealth Management, LLC | 14,052 | $1,914,726 | 1.08% |