Kowal Investment Group, LLC - FIRST TR EXCHANGE TRADED FD ownership

FIRST TR EXCHANGE TRADED FD's ticker is FGD and the CUSIP is 33734X200. A total of 123 filers reported holding FIRST TR EXCHANGE TRADED FD in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Kowal Investment Group, LLC ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q2 2024$304,128
-0.1%
13,619
+1.9%
0.06%
-7.6%
Q1 2024$304,290
+2.4%
13,364
+0.1%
0.07%
-4.3%
Q4 2023$297,291
-1.4%
13,355
-8.7%
0.07%
-14.8%
Q3 2023$301,417
-15.9%
14,625
-12.5%
0.08%
-15.6%
Q2 2023$358,205
-9.8%
16,707
-7.0%
0.10%
-15.0%
Q1 2023$397,277
+1.1%
17,968
+0.5%
0.11%
-3.4%
Q4 2022$392,983
+12.3%
17,879
-5.2%
0.12%
-1.7%
Q3 2022$350,000
-19.0%
18,854
-5.2%
0.12%
-15.6%
Q2 2022$432,000
-12.6%
19,889
+2.0%
0.14%
-6.6%
Q1 2022$494,000
+1.2%
19,505
+0.4%
0.15%
+4.1%
Q4 2021$488,000
+2.5%
19,430
+1.9%
0.14%
-4.0%
Q3 2021$476,000
-2.5%
19,060
+1.4%
0.15%
-14.2%
Q2 2021$488,000
+2.1%
18,795
-1.1%
0.18%
-8.8%
Q1 2021$478,000
+8.1%
18,997
+0.4%
0.19%
-5.9%
Q4 2020$442,00018,9160.20%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q2 2024
NameSharesValueWeighting ↓
Measured Wealth Private Client Group, LLC 126,146$2,268,0001.32%
Centric Wealth Management 81,437$1,464,0000.77%
Harvest Investment Services, LLC 62,916$1,131,0000.67%
Sargent Investment Group, LLC 57,623$1,029,0000.39%
Simplicity Solutions, LLC 1,029,082$18,503,0000.37%
PRW Wealth Management LLC 24,256$436,0000.35%
Mission Creek Capital Partners, Inc. 35,967$647,0000.34%
AE Wealth Management LLC 1,086,263$19,531,0000.30%
PARK NATIONAL CORP /OH/ 293,504$5,277,0000.30%
Capital Investment Advisory Services, LLC 58,795$1,057,0000.21%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders