FIRST TR EXCHANGE TRADED FD's ticker is FPX and the CUSIP is 336920103. A total of 165 filers reported holding FIRST TR EXCHANGE TRADED FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $829,394 | -9.2% | 9,876 | -4.7% | 0.54% | -4.1% |
| Q2 2023 | $913,558 | -8.7% | 10,361 | -13.0% | 0.57% | -10.4% |
| Q1 2023 | $1,001,128 | -10.2% | 11,911 | -16.0% | 0.63% | -10.3% |
| Q4 2022 | $1,115,455 | -62.2% | 14,177 | -61.1% | 0.71% | -32.9% |
| Q3 2022 | $2,950,000 | +84.8% | 36,422 | +87.4% | 1.05% | -7.6% |
| Q2 2022 | $1,596,000 | -27.3% | 19,431 | -3.5% | 1.14% | -18.4% |
| Q1 2022 | $2,196,000 | -49.1% | 20,130 | -42.9% | 1.40% | -53.5% |
| Q4 2021 | $4,317,000 | – | 35,240 | – | 3.00% | – |
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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% |