Davis Investment Partners, LLC - FIRST TR EXCHANGE TRADED FD ownership

FIRST TR EXCHANGE TRADED FD's ticker is FXN and the CUSIP is 33734X127. A total of 153 filers reported holding FIRST TR EXCHANGE TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Davis Investment Partners, LLC ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q3 2023$258,265
-0.1%
15,7000.0%0.14%
+11.4%
Q2 2023$258,422
+4.7%
15,7000.0%0.12%
-6.1%
Q1 2023$246,804
-35.9%
15,700
-30.1%
0.13%
-32.5%
Q4 2022$385,01822,4500.19%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q3 2023
NameSharesValueWeighting ↓
F-Squared Investment Management, LLC 14,167,021$298,924,00011.30%
SignalPoint Asset Management, LLC 401,106$8,463,0003.50%
McKinley Carter Wealth Services, Inc. 106,639$2,250,0001.45%
IMA Wealth, Inc. 109,500$2,310,0001.12%
B. Riley Wealth Management, Inc. 52,139$1,100,0000.83%
Baker Avenue Asset Management, LP 235,208$4,963,0000.66%
Regal Investment Advisors LLC 99,358$2,096,0000.52%
Formidable Asset Management, LLC 25,055$566,0000.37%
Stanford Investment Group, Inc. 7,750$164,0000.13%
INVESTMENT CENTERS OF AMERICA INC 32,052$676,0000.10%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders