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 | $460,486 | -1.9% | 7,305 | -0.1% | 0.02% | +5.9% |
| Q2 2023 | $469,504 | -1.8% | 7,314 | -0.1% | 0.02% | -10.5% |
| Q1 2023 | $478,162 | +117384.5% | 7,320 | +9.1% | 0.02% | -17.4% |
| Q4 2022 | $407 | -99.7% | 6,709 | +134.4% | 0.02% | +155.6% |
| Q3 2022 | $148,000 | -77.0% | 2,862 | -74.9% | 0.01% | -65.4% |
| Q2 2022 | $643,000 | -51.7% | 11,381 | -38.7% | 0.03% | -27.8% |
| Q1 2022 | $1,330,000 | +13.4% | 18,564 | -1.6% | 0.04% | +38.5% |
| Q4 2021 | $1,173,000 | -9.6% | 18,865 | -18.5% | 0.03% | -23.5% |
| Q3 2021 | $1,297,000 | +9.4% | 23,160 | +12.3% | 0.03% | +6.2% |
| Q2 2021 | $1,186,000 | +64.7% | 20,622 | +56.2% | 0.03% | +68.4% |
| Q1 2021 | $720,000 | – | 13,204 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fulcrum Equity Management | 486,838 | $17,585,000 | 8.38% |
| Aveo Capital Partners, LLC | 42,799 | $1,676,000 | 0.73% |
| Quad-Cities Investment Group, LLC | 20,581 | $796,000 | 0.70% |
| PACIFIC SUN FINANCIAL CORP | 5,695 | $220,000 | 0.21% |
| WealthBridge Capital Management, LLC | 6,393 | $214,000 | 0.20% |
| ACG Wealth | 17,626 | $680,000 | 0.09% |
| AlphaStar Capital Management, LLC | 5,785 | $223,000 | 0.06% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 13,903 | $536,000 | 0.05% |
| Prospera Financial Services Inc | 9,457 | $365,000 | 0.04% |
| NEXT Financial Group, Inc | 9,295 | $359,000 | 0.04% |