FIRST TR EXCHANGE TRADED FD's ticker is FXL and the CUSIP is 33734X176. A total of 1 filers reported holding FIRST TR EXCHANGE TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $244,075 | -4.8% | 2,196 | 0.0% | 0.05% | 0.0% |
| Q2 2023 | $256,339 | +11.0% | 2,196 | 0.0% | 0.05% | +2.1% |
| Q1 2023 | $230,997 | +14.9% | 2,196 | 0.0% | 0.05% | +9.1% |
| Q4 2022 | $201,044 | +5.8% | 2,196 | 0.0% | 0.04% | +2.3% |
| Q3 2022 | $190,000 | -8.2% | 2,196 | 0.0% | 0.04% | -6.5% |
| Q2 2022 | $207,000 | -18.8% | 2,196 | 0.0% | 0.05% | -8.0% |
| Q1 2022 | $255,000 | -39.3% | 2,196 | -31.0% | 0.05% | -38.3% |
| Q4 2021 | $420,000 | +7.4% | 3,182 | 0.0% | 0.08% | +3.8% |
| Q3 2021 | $391,000 | -1.0% | 3,182 | 0.0% | 0.08% | +2.6% |
| Q2 2021 | $395,000 | +9.1% | 3,182 | 0.0% | 0.08% | 0.0% |
| Q1 2021 | $362,000 | +1.7% | 3,182 | 0.0% | 0.08% | +2.7% |
| Q4 2020 | $356,000 | – | 3,182 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fulcrum Equity Management | 442,343 | $28,819,000 | 14.60% |
| TOTAL INVESTMENT MANAGEMENT INC | 774,905 | $50,485,000 | 10.24% |
| Hochman Cole Investment Advisors, Inc. | 180,430 | $11,755,000 | 7.34% |
| NewSquare Capital LLC | 327,711 | $21,350,000 | 3.87% |
| NAVELLIER & ASSOCIATES INC | 358,004 | $23,324,000 | 3.86% |
| O'Dell Group, LLC | 94,285 | $6,143,000 | 3.44% |
| Financial Enhancement Group LLC | 165,271 | $10,767,000 | 2.90% |
| Astor Investment Management LLC | 244,842 | $15,951,000 | 2.56% |
| Transamerica Financial Advisors, Inc. | 2,043 | $134,000 | 1.70% |
| MinichMacGregor Wealth Management, LLC | 31,346 | $2,042,000 | 1.38% |