FIRST TR EXCHANGE TRADED FD's ticker is FXD and the CUSIP is 33734X101. A total of 1 filers reported holding FIRST TR EXCHANGE TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $235 | -100.0% | 4,600 | -62.0% | 0.00% | -100.0% |
| Q2 2022 | $541,000 | +111.3% | 12,100 | +157.4% | 0.00% | – |
| Q1 2022 | $256,000 | +14.8% | 4,700 | -43.4% | 0.00% | – |
| Q1 2020 | $223,000 | -33.6% | 8,300 | +1.2% | 0.00% | – |
| Q2 2018 | $336,000 | 0.0% | 8,200 | 0.0% | 0.00% | – |
| Q1 2018 | $336,000 | – | 8,200 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| O'Dell Group, LLC | 250,467 | $15,539,000 | 4.53% |
| NewSquare Capital LLC | 378,839 | $23,503,000 | 2.49% |
| Gateway Advisory, LLC | 143,032 | $8,874,000 | 1.89% |
| Fulcrum Equity Management | 76,631 | $4,754,000 | 1.78% |
| DB Wealth Management Group, LLC | 47,652 | $2,956,000 | 1.75% |
| Paragon Private Wealth Management, LLC | 31,556 | $1,958,000 | 1.74% |
| Transamerica Financial Advisors, Inc. | 993 | $62,000 | 1.68% |
| MinichMacGregor Wealth Management, LLC | 77,498 | $4,807,000 | 1.46% |
| HFG Advisors, Inc. | 19,365 | $1,201,000 | 1.35% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 28,134 | $1,745,000 | 1.35% |