FIRST TR EXCHANGE TRADED FD's ticker is FXL and the CUSIP is 33734X176. A total of 197 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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Genesee Capital Advisors, LLC | 130,451 | $14,499,014 | 10.43% |
| J Arnold Wealth Management Co | 107,981 | $12,001,560 | 4.85% |
| Choice Wealth Advisors, LLC | 58,666 | $6,520,474 | 4.61% |
| Schrum Private Wealth Management LLC | 24,402 | $2,712,163 | 3.09% |
| Triton Wealth Management, PLLC | 39,005 | $4,308,124 | 2.90% |
| RVW Wealth, LLC | 167,482 | $18,614,805 | 2.24% |
| Socha Financial Group, LLC | 36,377 | $4,043,125 | 2.15% |
| Virtue Capital Management, LLC | 84,249 | $9,633,896 | 1.64% |
| Kowal Investment Group, LLC | 53,695 | $5,967,884 | 1.61% |
| Paragon Private Wealth Management, LLC | 14,561 | $1,618,384 | 1.34% |