FIRST TR EXCHANGE TRADED FD's ticker is FXZ and the CUSIP is 33734X168. A total of 100 filers reported holding FIRST TR EXCHANGE TRADED FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,102,548 | +2.6% | 15,988 | -6.3% | 0.63% | -7.7% |
| Q3 2023 | $1,075,027 | -5.1% | 17,055 | -3.4% | 0.68% | -2.3% |
| Q2 2023 | $1,132,734 | -9.5% | 17,647 | -7.9% | 0.69% | -12.2% |
| Q1 2023 | $1,252,192 | +10.8% | 19,170 | +2.8% | 0.79% | +7.9% |
| Q4 2022 | $1,130,206 | -5.8% | 18,653 | -19.4% | 0.73% | -14.5% |
| Q3 2022 | $1,200,000 | -13.9% | 23,134 | -6.1% | 0.86% | -9.8% |
| Q2 2022 | $1,393,000 | +1.0% | 24,643 | +28.0% | 0.95% | +14.2% |
| Q1 2022 | $1,379,000 | +84.4% | 19,250 | +60.0% | 0.83% | +87.6% |
| Q4 2021 | $748,000 | +4.6% | 12,032 | -5.8% | 0.44% | -3.9% |
| Q3 2021 | $715,000 | -16.8% | 12,776 | -14.5% | 0.46% | -16.2% |
| Q2 2021 | $859,000 | +96.1% | 14,947 | +88.2% | 0.55% | +83.3% |
| Q1 2021 | $438,000 | +36.9% | 7,943 | +19.3% | 0.30% | +27.1% |
| Q4 2020 | $320,000 | – | 6,660 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SignalPoint Asset Management, LLC | 85,625 | $2,272,000 | 1.84% |
| Beaumont Financial Partners, LLC | 226,879 | $6,021,000 | 0.56% |
| Prospera Financial Services Inc | 34,563 | $931,000 | 0.43% |
| FDx Advisors, Inc. | 66,801 | $1,773,000 | 0.23% |
| WealthTrust Fairport, LLC | 48,448 | $1,286,000 | 0.23% |
| NAVELLIER & ASSOCIATES INC | 120,135 | $3,188,000 | 0.15% |
| Regal Investment Advisors LLC | 6,294 | $167,000 | 0.09% |
| HighTower Advisors, LLC | 91,286 | $2,423,000 | 0.07% |
| Placemark Investments, Inc. | 106,773 | $2,831,000 | 0.06% |
| STIFEL NICOLAUS & CO INC \MO\ | 126,313 | $3,352,347,000 | 0.06% |