FIRST TR EXCHANGE TRADED FD's ticker is FXD and the CUSIP is 33734X101. A total of 145 filers reported holding FIRST TR EXCHANGE TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $73,469 | +7.4% | 1,226 | +15.7% | 0.00% | – |
| Q1 2024 | $68,429 | +35.0% | 1,060 | +23.3% | 0.00% | – |
| Q4 2023 | $50,695 | +14.3% | 860 | -1.0% | 0.00% | – |
| Q3 2023 | $44,348 | -6.3% | 869 | +1.4% | 0.00% | – |
| Q2 2023 | $47,319 | +1.3% | 857 | -4.7% | 0.00% | – |
| Q1 2023 | $46,689 | +2.5% | 899 | -5.0% | 0.00% | – |
| Q4 2022 | $45,551 | +8.5% | 946 | -2.7% | 0.00% | – |
| Q3 2022 | $42,000 | -16.0% | 972 | -13.4% | 0.00% | – |
| Q2 2022 | $50,000 | -47.4% | 1,123 | -35.4% | 0.00% | – |
| Q1 2022 | $95,000 | +17.3% | 1,738 | +33.8% | 0.00% | – |
| Q4 2021 | $81,000 | +113.2% | 1,299 | +102.0% | 0.00% | – |
| Q3 2021 | $38,000 | -2.6% | 643 | +0.2% | 0.00% | – |
| Q2 2021 | $39,000 | +34.5% | 642 | +28.4% | 0.00% | – |
| Q1 2021 | $29,000 | +16.0% | 500 | 0.0% | 0.00% | – |
| Q4 2020 | $25,000 | +19.0% | 500 | 0.0% | 0.00% | – |
| Q3 2020 | $21,000 | +10.5% | 500 | 0.0% | 0.00% | – |
| Q2 2020 | $19,000 | +46.2% | 500 | 0.0% | 0.00% | – |
| Q1 2020 | $13,000 | -58.1% | 500 | -26.0% | 0.00% | – |
| Q4 2019 | $31,000 | +24.0% | 676 | +11.6% | 0.00% | – |
| Q3 2019 | $25,000 | -3.8% | 606 | 0.0% | 0.00% | – |
| Q2 2019 | $26,000 | 0.0% | 606 | 0.0% | 0.00% | – |
| Q1 2019 | $26,000 | +18.2% | 606 | 0.0% | 0.00% | – |
| Q4 2018 | $22,000 | 0.0% | 606 | +21.2% | 0.00% | – |
| Q3 2018 | $22,000 | +4.8% | 500 | 0.0% | 0.00% | – |
| Q2 2018 | $21,000 | 0.0% | 500 | 0.0% | 0.00% | – |
| Q1 2018 | $21,000 | 0.0% | 500 | 0.0% | 0.00% | – |
| Q4 2017 | $21,000 | +10.5% | 500 | 0.0% | 0.00% | – |
| Q3 2017 | $19,000 | 0.0% | 500 | 0.0% | 0.00% | – |
| Q2 2017 | $19,000 | -50.0% | 500 | -51.7% | 0.00% | – |
| Q1 2017 | $38,000 | +111.1% | 1,035 | +107.0% | 0.00% | – |
| Q4 2016 | $18,000 | -30.8% | 500 | -34.6% | 0.00% | – |
| Q2 2016 | $26,000 | +44.4% | 764 | +52.8% | 0.00% | – |
| Q1 2016 | $18,000 | +5.9% | 500 | 0.0% | 0.00% | – |
| Q4 2015 | $17,000 | 0.0% | 500 | 0.0% | 0.00% | – |
| Q3 2015 | $17,000 | -5.6% | 500 | 0.0% | 0.00% | – |
| Q2 2015 | $18,000 | +50.0% | 500 | +54.8% | 0.00% | – |
| Q1 2015 | $12,000 | -47.8% | 323 | -50.0% | 0.00% | -100.0% |
| Q4 2014 | $23,000 | +27.8% | 646 | +16.8% | 0.00% | 0.0% |
| Q4 2013 | $18,000 | – | 553 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Astor Investment Management LLC | 475,686 | $16,040,000 | 2.89% |
| BKS ADVISORS, LLC | 123,805 | $4,175,000 | 2.15% |
| FIRST TRUST ADVISORS LP | 18,491,863 | $623,546,000 | 1.96% |
| SignalPoint Asset Management, LLC | 125,215 | $4,222,000 | 1.76% |
| LifePlan Financial Group, Inc | 68,666 | $2,315,000 | 1.59% |
| NewSquare Capital LLC | 157,667 | $5,317,000 | 1.26% |
| MinichMacGregor Wealth Management, LLC | 28,072 | $946,000 | 0.89% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 131,996 | $4,451,000 | 0.87% |
| MSI Financial Services Inc | 706,588 | $23,826,000 | 0.86% |
| Regal Investment Advisors LLC | 68,382 | $2,306,000 | 0.63% |