FXR FIRST TR EXCHANGE TRADED FD

Ownership history in Gateway Advisory, LLC  ·  20 quarters on record

This page tracks every 13F SEC filing in which Gateway Advisory, LLC reported a position in FIRST TR EXCHANGE TRADED FD (FXR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.56% (2018 Q3)
Avg. % of fund
1.06%
First filed
2017 Q1
Last filed
2024 Q3
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 REDUCED 88,590 -1,490 -1.7% 1.08% $6.7M $75.03
2024 Q2 ADDED 90,080 +1,455 +1.6% 1.04% $6.1M $67.29
2024 Q1 ADDED 88,625 +2,044 +2.4% 1.13% $6.5M $71.96
2023 Q4 ADDED 86,581 +15,097 +21.1% 1.08% $5.6M $63.91
2023 Q3 ADDED 71,484 +1,635 +2.3% 0.84% $4.1M $56.42
2023 Q2 REDUCED 69,849 -3,847,930 -98.2% 0.89% $4.2M $58.92
2023 Q1 ADDED 3,917,779 +3,850,386 +5713.3% 0.87% $3.9M $54.37
2022 Q4 REDUCED 67,393 -1,449 -2.1% 0.89% $3.5M $50.33
2022 Q3 REDUCED 68,842 -56,285 -45.0% 0.78% $3.2M $44.77
2022 Q1 ADDED 125,127 +102,502 +453.0% 1.92% $7.1M $54.80
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FXR price (monthly, adj. close)
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