FIRST TR EXCHANGE TRADED FD's ticker is FPX and the CUSIP is 336920103. A total of 193 filers reported holding FIRST TR EXCHANGE TRADED FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,026,611 | -7.1% | 47,948 | -2.5% | 3.30% | -3.6% |
| Q2 2023 | $4,336,377 | +5.1% | 49,182 | +0.2% | 3.42% | +3.2% |
| Q1 2023 | $4,125,174 | +19.3% | 49,080 | +11.6% | 3.31% | +16.5% |
| Q4 2022 | $3,458,930 | -13.7% | 43,962 | -11.1% | 2.84% | -22.6% |
| Q3 2022 | $4,009,000 | +18.0% | 49,472 | +19.6% | 3.67% | +8.3% |
| Q2 2022 | $3,397,000 | -21.1% | 41,356 | +4.7% | 3.39% | -1.7% |
| Q1 2022 | $4,308,000 | -33.4% | 39,497 | -25.2% | 3.45% | -20.6% |
| Q4 2021 | $6,469,000 | -3.5% | 52,803 | +0.4% | 4.34% | -13.8% |
| Q2 2021 | $6,705,000 | +13.2% | 52,601 | +5.8% | 5.04% | -6.0% |
| Q1 2021 | $5,923,000 | -15.4% | 49,709 | -16.0% | 5.36% | -20.8% |
| Q4 2020 | $7,003,000 | – | 59,190 | – | 6.77% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Spectrum Wealth Advisory Group, LLC | 56,126 | $4,203,000 | 6.57% |
| AFFINITY WEALTH MANAGEMENT LLC | 91,266 | $12,677,000 | 5.03% |
| Sequoia Wealth Management, LLC | 56,986 | $4,274,000 | 3.46% |
| Ahrens Investment Partners LLC | 73,240 | $5,485,000 | 2.50% |
| Insight Wealth Strategies, LLC | 103,777 | $5,606,000 | 1.57% |
| Golden State Wealth Management, LLC | 44,616 | $3,341,000 | 1.12% |
| Capital Advisory Group Advisory Services, LLC | 15,110 | $1,131,000 | 0.81% |
| Cetera Investment Advisers | 65,398 | $4,890,000 | 0.69% |
| Concentrum Wealth Management | 6,807 | $510,000 | 0.67% |
| SignalPoint Asset Management, LLC | 17,239 | $1,291,000 | 0.56% |