FIRST TR EXCHANGE TRADED FD's ticker is FXZ and the CUSIP is 33734X168. A total of 140 filers reported holding FIRST TR EXCHANGE TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Crumly & Associates Inc. | 98,398 | $6,202,482 | 2.44% |
| Cornerstone Planning Group LLC | 92,651 | $5,840,225 | 2.23% |
| FOCUS Wealth Advisors, LLC | 38,890 | $2,451,419 | 1.70% |
| Purus Wealth Management, LLC | 34,854 | $2,197,012 | 1.48% |
| ETFIDEA, LLC | 46,718 | $2,944,877 | 1.25% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 149,308 | $6,211,614 | 0.85% |
| HFG Advisors, Inc. | 11,563 | $728,865 | 0.80% |
| DB Wealth Management Group, LLC | 17,055 | $1,075,027 | 0.68% |
| Quad-Cities Investment Group, LLC | 13,196 | $831,818 | 0.56% |
| Schrum Private Wealth Management LLC | 7,730 | $487,258 | 0.56% |