FIRST TR EXCHANGE TRADED FD's ticker is FPXI and the CUSIP is 33734X853.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $398 | -2.0% | 10,350 | +0.1% | 0.04% | +2.4% |
| Q2 2023 | $406 | -3.6% | 10,338 | +0.2% | 0.04% | -24.1% |
| Q1 2023 | $421 | +5.0% | 10,315 | +0.0% | 0.05% | +3.8% |
| Q4 2022 | $401 | -99.9% | 10,314 | -0.9% | 0.05% | +10.6% |
| Q3 2022 | $372,000 | -17.5% | 10,407 | +0.1% | 0.05% | -13.0% |
| Q2 2022 | $451,000 | -12.9% | 10,401 | -2.0% | 0.05% | +8.0% |
| Q1 2022 | $518,000 | -24.8% | 10,618 | -11.2% | 0.05% | -23.1% |
| Q4 2021 | $689,000 | -14.4% | 11,952 | -4.8% | 0.06% | -40.4% |
| Q3 2021 | $805,000 | -10.6% | 12,560 | -4.6% | 0.11% | +18.5% |
| Q2 2021 | $900,000 | -70.0% | 13,168 | -71.1% | 0.09% | -70.3% |
| Q1 2021 | $3,001,000 | +551.0% | 45,497 | +460.9% | 0.31% | +392.1% |
| Q3 2020 | $461,000 | +20.4% | 8,112 | +7.4% | 0.06% | +16.7% |
| Q2 2020 | $383,000 | +41.9% | 7,552 | +2.6% | 0.05% | +22.7% |
| Q1 2020 | $270,000 | +13.0% | 7,363 | +23.7% | 0.04% | +33.3% |
| Q4 2019 | $239,000 | – | 5,954 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kowal Investment Group, LLC | 321,128 | $21,178,000 | 8.57% |
| Alpha Omega Group, Inc. | 89,391 | $5,895,000 | 6.45% |
| SEARCY FINANCIAL SERVICES INC /ADV | 122,269 | $8,064,000 | 5.11% |
| Bickling Financial Services, Inc. | 144,674 | $9,541,000 | 4.80% |
| Spectrum Wealth Advisory Group, LLC | 59,229 | $3,906,000 | 3.73% |
| Savior LLC | 55,363 | $3,651,000 | 3.68% |
| Crumly & Associates Inc. | 83,066 | $5,478,000 | 3.20% |
| QP WEALTH MANAGEMENT, LLC | 30,593 | $2,018,000 | 2.20% |
| Accel Wealth Management | 40,072 | $2,643,000 | 2.14% |
| RiverTree Advisors, LLC | 41,521 | $2,738,000 | 1.92% |