FIRST TR EXCHANGE TRADED FD's ticker is FXL and the CUSIP is 33734X176. A total of 197 filers reported holding FIRST TR EXCHANGE TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,515,325 | -5.5% | 22,631 | -2.2% | 0.10% | -2.0% |
| Q2 2023 | $2,661,680 | +9.4% | 23,137 | 0.0% | 0.10% | +3.2% |
| Q1 2023 | $2,433,781 | +165576.0% | 23,137 | +44.2% | 0.10% | +14.5% |
| Q4 2022 | $1,469 | -99.8% | 16,045 | +52.8% | 0.08% | +50.9% |
| Q3 2022 | $910,000 | -65.7% | 10,500 | -62.8% | 0.06% | -49.5% |
| Q2 2022 | $2,654,000 | -32.8% | 28,196 | -17.1% | 0.11% | +2.8% |
| Q1 2022 | $3,952,000 | -13.1% | 34,027 | -1.2% | 0.11% | +5.0% |
| Q4 2021 | $4,548,000 | -30.6% | 34,447 | -35.5% | 0.10% | -42.0% |
| Q3 2021 | $6,557,000 | +0.4% | 53,368 | +1.4% | 0.17% | -1.7% |
| Q2 2021 | $6,534,000 | +26.0% | 52,631 | +5.9% | 0.18% | +28.3% |
| Q1 2021 | $5,187,000 | – | 49,693 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Genesee Capital Advisors, LLC | 112,940 | $12,629,000 | 8.27% |
| Hochman Cole Investment Advisors, Inc. | 153,221 | $17,133,000 | 7.38% |
| Triton Wealth Management, PLLC | 68,892 | $7,664,000 | 4.88% |
| O'Dell Group, LLC | 107,588 | $12,031,000 | 4.68% |
| NewSquare Capital LLC | 199,213 | $22,276,000 | 3.12% |
| Secure Asset Management, LLC | 41,661 | $4,659,000 | 2.74% |
| Kowal Investment Group, LLC | 47,146 | $5,447,000 | 2.53% |
| Fulcrum Equity Management | 55,758 | $6,235,000 | 2.49% |
| Transamerica Financial Advisors, Inc. | 769 | $86,000 | 1.78% |
| Gateway Advisory, LLC | 72,099 | $8,062,000 | 1.76% |