FIRST TR EXCHANGE TRADED FD's ticker is FXL and the CUSIP is 33734X176. A total of 193 filers reported holding FIRST TR EXCHANGE TRADED FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,967,884 | -4.5% | 53,695 | -1.2% | 1.61% | -3.6% |
| Q2 2023 | $6,249,843 | +2.3% | 54,328 | -6.4% | 1.67% | -3.4% |
| Q1 2023 | $6,107,451 | +6.8% | 58,061 | -7.1% | 1.73% | +1.4% |
| Q4 2022 | $5,719,020 | +7.2% | 62,469 | +1.6% | 1.71% | -5.5% |
| Q3 2022 | $5,333,000 | -6.4% | 61,510 | +1.6% | 1.81% | -3.3% |
| Q2 2022 | $5,699,000 | -9.3% | 60,555 | +12.0% | 1.87% | -2.6% |
| Q1 2022 | $6,282,000 | -10.2% | 54,082 | +2.1% | 1.92% | -7.7% |
| Q4 2021 | $6,996,000 | +11.7% | 52,991 | +4.0% | 2.08% | +4.9% |
| Q3 2021 | $6,261,000 | +3.9% | 50,955 | +5.0% | 1.98% | -8.8% |
| Q2 2021 | $6,025,000 | +10.5% | 48,532 | +1.2% | 2.17% | -1.6% |
| Q1 2021 | $5,451,000 | +0.1% | 47,971 | +1.7% | 2.20% | -12.8% |
| Q4 2020 | $5,447,000 | – | 47,146 | – | 2.53% | – |
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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% |