Simplicity Solutions, LLC - FIRST TR EXCHANGE TRADED FD ownership

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
Simplicity Solutions, LLC ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q2 2021$207,000
-21.6%
3,407
-34.3%
0.04%
+925.0%
Q4 2020$264,000
-35.6%
5,183
-42.7%
0.00%
-66.7%
Q4 2019$410,000
+74.5%
9,049
+35.5%
0.01%
-89.5%
Q3 2016$235,000
-16.4%
6,679
-19.9%
0.11%
-24.5%
Q2 2016$281,000
+13.3%
8,341
+18.3%
0.15%
-0.7%
Q1 2016$248,000
-49.9%
7,048
-51.5%
0.15%
+157.6%
Q4 2015$495,000
-0.8%
14,528
-0.2%
0.06%
-89.0%
Q3 2015$499,000
-10.6%
14,561
-4.8%
0.54%
+1.7%
Q2 2015$558,000
+56.7%
15,295
+60.2%
0.53%
+25.4%
Q1 2015$356,000
-73.3%
9,549
-74.4%
0.42%
-73.3%
Q4 2014$1,333,00037,2331.58%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q2 2021
NameSharesValueWeighting ↓
O'Dell Group, LLC 250,467$15,539,0004.53%
NewSquare Capital LLC 378,839$23,503,0002.49%
Gateway Advisory, LLC 143,032$8,874,0001.89%
Fulcrum Equity Management 76,631$4,754,0001.78%
DB Wealth Management Group, LLC 47,652$2,956,0001.75%
Paragon Private Wealth Management, LLC 31,556$1,958,0001.74%
Transamerica Financial Advisors, Inc. 993$62,0001.68%
MinichMacGregor Wealth Management, LLC 77,498$4,807,0001.46%
HFG Advisors, Inc. 19,365$1,201,0001.35%
COTTONWOOD CAPITAL ADVISORS, LLC 28,134$1,745,0001.35%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders