FIRST TR EXCHANGE TRADED FD's ticker is FXD and the CUSIP is 33734X101. A total of 107 filers reported holding FIRST TR EXCHANGE TRADED FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $23,892 | -77.0% | 496 | -79.6% | 0.00% | -66.7% |
| Q3 2022 | $104,000 | +372.7% | 2,426 | +389.1% | 0.00% | +200.0% |
| Q2 2022 | $22,000 | +266.7% | 496 | +401.0% | 0.00% | – |
| Q2 2021 | $6,000 | 0.0% | 99 | 0.0% | 0.00% | – |
| Q1 2021 | $6,000 | +50.0% | 99 | 0.0% | 0.00% | – |
| Q4 2020 | $4,000 | 0.0% | 99 | 0.0% | 0.00% | – |
| Q3 2020 | $4,000 | 0.0% | 99 | 0.0% | 0.00% | – |
| Q2 2020 | $4,000 | +33.3% | 99 | 0.0% | 0.00% | – |
| Q1 2020 | $3,000 | -25.0% | 99 | 0.0% | 0.00% | – |
| Q4 2019 | $4,000 | 0.0% | 99 | -16.1% | 0.00% | -100.0% |
| Q4 2014 | $4,000 | +300.0% | 118 | +202.6% | 0.00% | – |
| Q2 2013 | $1,000 | – | 39 | – | 0.00% | – |
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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% |