FIRST TR EXCHANGE TRADED FD's ticker is FXD and the CUSIP is 33734X101. A total of 148 filers reported holding FIRST TR EXCHANGE TRADED FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $139 | -17.3% | 2,718 | -10.5% | 0.03% | -15.4% |
| Q2 2023 | $168 | +130.1% | 3,037 | +117.1% | 0.04% | +116.7% |
| Q1 2023 | $73 | -99.9% | 1,399 | -0.6% | 0.02% | -18.2% |
| Q1 2022 | $77,000 | -44.2% | 1,408 | -36.5% | 0.02% | -51.1% |
| Q4 2021 | $138,000 | -35.5% | 2,218 | -38.8% | 0.04% | -65.4% |
| Q3 2021 | $214,000 | -2.7% | 3,625 | +0.1% | 0.13% | -13.9% |
| Q2 2021 | $220,000 | +11.7% | 3,623 | +6.9% | 0.15% | +0.7% |
| Q1 2021 | $197,000 | +140.2% | 3,390 | +110.4% | 0.15% | +134.4% |
| Q4 2020 | $82,000 | +20.6% | 1,611 | +1.3% | 0.06% | +14.3% |
| Q3 2020 | $68,000 | +17.2% | 1,591 | +2.8% | 0.06% | +16.7% |
| Q2 2020 | $58,000 | +31.8% | 1,547 | -5.4% | 0.05% | +4.3% |
| Q1 2020 | $44,000 | – | 1,636 | – | 0.05% | – |
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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% |