FIRST TR EXCHANGE-TRADED FD's ticker is FTXL and the CUSIP is 33738R811.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,560,562 | -28.5% | 23,075 | -24.7% | 1.97% | -19.2% |
| Q2 2023 | $2,181,476 | -4.4% | 30,643 | -12.9% | 2.44% | +7.7% |
| Q1 2023 | $2,281,185 | +11.5% | 35,198 | -8.5% | 2.27% | -7.4% |
| Q4 2022 | $2,045,612 | +253.3% | 38,473 | +224.2% | 2.45% | +181.7% |
| Q3 2022 | $579,000 | -12.4% | 11,868 | -4.7% | 0.87% | +1.3% |
| Q2 2022 | $661,000 | – | 12,451 | – | 0.86% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pinnacle Family Advisors, LLC | 8,935 | $368,000 | 0.33% |
| NEXT Financial Group, Inc | 40,681 | $1,676,000 | 0.17% |
| IFG Advisory, LLC | 21,994 | $906,000 | 0.16% |
| Kingsview Wealth Management, LLC | 25,387 | $1,046,000 | 0.13% |
| Arkadios Wealth Advisors | 1,557 | $67,600,000 | 0.04% |
| Total Clarity Wealth Management, Inc. | 755 | $31,000 | 0.02% |
| Simplicity Solutions, LLC | 18,585 | $766,000 | 0.02% |
| AE Wealth Management LLC | 19,297 | $795,000 | 0.02% |
| Stonebridge Financial Planning Group, LLC | 400 | $16,000 | 0.01% |
| Sigma Planning Corp | 5,487 | $226,000 | 0.01% |