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 | $2,944,877 | -3.0% | 46,718 | -1.3% | 1.25% | +0.7% |
| Q2 2023 | $3,036,856 | +1.0% | 47,310 | +2.8% | 1.24% | -5.4% |
| Q1 2023 | $3,005,515 | +6.7% | 46,012 | -1.0% | 1.31% | +0.8% |
| Q4 2022 | $2,815,899 | +17.3% | 46,475 | +0.4% | 1.30% | +5.3% |
| Q3 2022 | $2,400,388 | -5.9% | 46,277 | +2.5% | 1.24% | -2.9% |
| Q2 2022 | $2,551,256 | -19.1% | 45,139 | +2.5% | 1.27% | -6.4% |
| Q1 2022 | $3,154,728 | +15.2% | 44,042 | 0.0% | 1.36% | +23.7% |
| Q4 2021 | $2,737,651 | – | 44,042 | – | 1.10% | – |
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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% |