FIRST TR EXCHANGE TRADED FD's ticker is FXL and the CUSIP is 33734X176. A total of 195 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,209,036 | +8.1% | 10,878 | +11.9% | 0.01% | +12.5% |
| Q2 2023 | $1,118,764 | +26.1% | 9,725 | +15.3% | 0.01% | +14.3% |
| Q1 2023 | $886,962 | +47.3% | 8,432 | +28.1% | 0.01% | +40.0% |
| Q4 2022 | $602,000 | +20.2% | 6,581 | +13.9% | 0.01% | +25.0% |
| Q3 2022 | $501,000 | +78.9% | 5,776 | +93.8% | 0.00% | +100.0% |
| Q2 2022 | $280,000 | +29.6% | 2,980 | +82.5% | 0.00% | +100.0% |
| Q4 2021 | $216,000 | +7.5% | 1,633 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $201,000 | -2.0% | 1,633 | -0.9% | 0.00% | -50.0% |
| Q2 2021 | $205,000 | – | 1,648 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fulcrum Equity Management | 442,343 | $28,819,000 | 14.60% |
| TOTAL INVESTMENT MANAGEMENT INC | 774,905 | $50,485,000 | 10.24% |
| Hochman Cole Investment Advisors, Inc. | 180,430 | $11,755,000 | 7.34% |
| NewSquare Capital LLC | 327,711 | $21,350,000 | 3.87% |
| NAVELLIER & ASSOCIATES INC | 358,004 | $23,324,000 | 3.86% |
| O'Dell Group, LLC | 94,285 | $6,143,000 | 3.44% |
| Financial Enhancement Group LLC | 165,271 | $10,767,000 | 2.90% |
| Astor Investment Management LLC | 244,842 | $15,951,000 | 2.56% |
| Transamerica Financial Advisors, Inc. | 2,043 | $134,000 | 1.70% |
| MinichMacGregor Wealth Management, LLC | 31,346 | $2,042,000 | 1.38% |