FIRST TR EXCHANGE TRADED FD's ticker is FXD and the CUSIP is 33734X101. A total of 166 filers reported holding FIRST TR EXCHANGE TRADED FD in Q1 2022. 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 | 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% |