FIRST TR EXCHANGE TRADED FD's ticker is FXL and the CUSIP is 33734X176. A total of 201 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $590,903 | -1.5% | 4,337 | -2.5% | 0.18% | -16.7% |
| Q1 2024 | $599,757 | +71.3% | 4,449 | +62.7% | 0.22% | +52.5% |
| Q4 2023 | $350,162 | +8.6% | 2,734 | -5.8% | 0.14% | +143.1% |
| Q3 2023 | $322,519 | +38.7% | 2,902 | +43.6% | 0.06% | +38.1% |
| Q2 2023 | $232,526 | – | 2,021 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Genesee Capital Advisors, LLC | 112,385 | $15,313,625 | 7.51% |
| Choice Wealth Advisors, LLC | 58,717 | $8,000,795 | 4.24% |
| Schrum Private Wealth Management LLC | 23,544 | $3,208,106 | 2.89% |
| Triton Wealth Management, PLLC | 33,520 | $4,638,192 | 2.71% |
| RVW Wealth, LLC | 194,534 | $26,507,190 | 2.64% |
| Socha Financial Group, LLC | 35,224 | $4,799,622 | 2.25% |
| IronBridge Private Wealth, LLC | 34,171 | $4,656,143 | 1.74% |
| Kowal Investment Group, LLC | 50,897 | $6,935,266 | 1.38% |
| Virtue Capital Management, LLC | 49,300 | $6,831,538 | 1.17% |
| Paragon Private Wealth Management, LLC | 14,052 | $1,914,726 | 1.08% |