FIRST TR EXCHANGE TRADED FD's ticker is FXZ and the CUSIP is 33734X168. A total of 151 filers reported holding FIRST TR EXCHANGE TRADED FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,329,340 | -7.4% | 51,363 | +1.9% | 1.13% | -8.2% |
| Q1 2024 | $3,596,058 | +5.9% | 50,407 | +2.4% | 1.23% | -3.9% |
| Q4 2023 | $3,395,166 | +15.3% | 49,234 | +5.4% | 1.28% | +2.1% |
| 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 ↓ |
|---|---|---|---|
| SignalPoint Asset Management, LLC | 85,625 | $2,272,000 | 1.84% |
| Beaumont Financial Partners, LLC | 226,879 | $6,021,000 | 0.56% |
| Prospera Financial Services Inc | 34,563 | $931,000 | 0.43% |
| FDx Advisors, Inc. | 66,801 | $1,773,000 | 0.23% |
| WealthTrust Fairport, LLC | 48,448 | $1,286,000 | 0.23% |
| NAVELLIER & ASSOCIATES INC | 120,135 | $3,188,000 | 0.15% |
| Regal Investment Advisors LLC | 6,294 | $167,000 | 0.09% |
| HighTower Advisors, LLC | 91,286 | $2,423,000 | 0.07% |
| Placemark Investments, Inc. | 106,773 | $2,831,000 | 0.06% |
| STIFEL NICOLAUS & CO INC \MO\ | 126,313 | $3,352,347,000 | 0.06% |