FIRST TR EXCHANGE TRADED FD's ticker is FPX and the CUSIP is 336920103. A total of 149 filers reported holding FIRST TR EXCHANGE TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $234,718 | -4.8% | 2,795 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $246,435 | +9.0% | 2,795 | -74.8% | 0.02% | +92.3% |
| Q1 2023 | $226,007 | -74.3% | 11,087 | -0.8% | 0.01% | -66.7% |
| Q4 2022 | $879,798 | +163.4% | 11,182 | +171.4% | 0.04% | +95.0% |
| Q3 2022 | $334,000 | -2.3% | 4,120 | 0.0% | 0.02% | -33.3% |
| Q2 2022 | $342,000 | -76.8% | 4,120 | -69.5% | 0.03% | -63.9% |
| Q1 2022 | $1,472,000 | +146.6% | 13,492 | +177.0% | 0.08% | +66.0% |
| Q4 2021 | $597,000 | -94.4% | 4,870 | -94.6% | 0.05% | -94.2% |
| Q1 2021 | $10,695,000 | -31.7% | 89,758 | -32.2% | 0.86% | -40.9% |
| Q4 2020 | $15,661,000 | – | 132,372 | – | 1.45% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Spectrum Wealth Advisory Group, LLC | 56,126 | $4,203,000 | 6.57% |
| AFFINITY WEALTH MANAGEMENT LLC | 91,266 | $12,677,000 | 5.03% |
| Sequoia Wealth Management, LLC | 56,986 | $4,274,000 | 3.46% |
| Ahrens Investment Partners LLC | 73,240 | $5,485,000 | 2.50% |
| Insight Wealth Strategies, LLC | 103,777 | $5,606,000 | 1.57% |
| Golden State Wealth Management, LLC | 44,616 | $3,341,000 | 1.12% |
| Capital Advisory Group Advisory Services, LLC | 15,110 | $1,131,000 | 0.81% |
| Cetera Investment Advisers | 65,398 | $4,890,000 | 0.69% |
| Concentrum Wealth Management | 6,807 | $510,000 | 0.67% |
| SignalPoint Asset Management, LLC | 17,239 | $1,291,000 | 0.56% |