FIRST TR EXCHANGE TRADED FD's ticker is FXD and the CUSIP is 33734X101. A total of 88 filers reported holding FIRST TR EXCHANGE TRADED FD in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2014 | $58,948,000 | +15.8% | 1,818,817 | +18.8% | 0.04% | +7.5% |
| Q2 2014 | $50,907,000 | -9.9% | 1,531,035 | -13.2% | 0.04% | -20.0% |
| Q1 2014 | $56,495,000 | +15.6% | 1,764,490 | +16.5% | 0.05% | +8.7% |
| Q4 2013 | $48,857,000 | +49.8% | 1,514,935 | +37.8% | 0.05% | +39.4% |
| Q3 2013 | $32,604,000 | +13.6% | 1,099,616 | +4.0% | 0.03% | -2.9% |
| Q2 2013 | $28,690,000 | – | 1,057,496 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| O'Dell Group, LLC | 199,527 | $10,152,000 | 3.95% |
| Financial Enhancement Group LLC | 291,407 | $14,827,000 | 3.15% |
| NewSquare Capital LLC | 409,836 | $20,852,000 | 2.92% |
| Transamerica Financial Advisors, Inc. | 1,691 | $87,000 | 1.80% |
| Gateway Advisory, LLC | 144,969 | $7,376,000 | 1.60% |
| MinichMacGregor Wealth Management, LLC | 75,204 | $3,826,000 | 1.56% |
| Secure Asset Management, LLC | 48,915 | $2,489,000 | 1.47% |
| DB Wealth Management Group, LLC | 29,905 | $1,522,000 | 1.12% |
| Virtue Capital Management, LLC | 74,394 | $3,785,000 | 0.93% |
| TriaGen Wealth Management LLC | 30,943 | $1,574,000 | 0.92% |