FIRST TR EXCHANGE TRADED FD's ticker is FXZ and the CUSIP is 33734X168. A total of 143 filers reported holding FIRST TR EXCHANGE TRADED FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $728,865 | -2.7% | 11,563 | -0.9% | 0.80% | +0.8% |
| Q2 2023 | $748,800 | -1.2% | 11,665 | +0.6% | 0.79% | -8.3% |
| Q1 2023 | $757,529 | +7.8% | 11,597 | +0.0% | 0.86% | +4.5% |
| Q4 2022 | $702,518 | +17.3% | 11,595 | +0.5% | 0.83% | -0.7% |
| Q3 2022 | $599,000 | -8.1% | 11,542 | +0.1% | 0.83% | -5.5% |
| Q2 2022 | $652,000 | -27.7% | 11,536 | -8.4% | 0.88% | -14.6% |
| Q1 2022 | $902,000 | +5.9% | 12,591 | -8.2% | 1.03% | +7.4% |
| Q4 2021 | $852,000 | – | 13,711 | – | 0.96% | – |
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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% |