FIRST TR EXCHANGE TRADED FD's ticker is FXD and the CUSIP is 33734X101. A total of 1 filers reported holding FIRST TR EXCHANGE TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,988 | -7.5% | 568 | 0.0% | 0.00% | -25.0% |
| Q2 2023 | $31,341 | +6.4% | 568 | +0.2% | 0.00% | +33.3% |
| Q1 2023 | $29,447 | +8.1% | 567 | +0.4% | 0.00% | 0.0% |
| Q4 2022 | $27,238 | +9.0% | 565 | +0.5% | 0.00% | 0.0% |
| Q2 2022 | $25,000 | -19.4% | 562 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $31,000 | -11.4% | 562 | +0.2% | 0.00% | 0.0% |
| Q4 2021 | $35,000 | +6.1% | 561 | +0.2% | 0.00% | 0.0% |
| Q3 2021 | $33,000 | – | 560 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| O'Dell Group, LLC | 177,968 | $7,573,000 | 3.67% |
| Financial Enhancement Group LLC | 326,576 | $13,896,000 | 3.22% |
| NewSquare Capital LLC | 461,485 | $19,636,000 | 3.15% |
| Fulcrum Equity Management | 143,123 | $6,090,000 | 2.82% |
| Transamerica Financial Advisors, Inc. | 2,079 | $89,000 | 1.62% |
| MinichMacGregor Wealth Management, LLC | 76,381 | $3,250,000 | 1.53% |
| Gateway Advisory, LLC | 144,776 | $6,160,000 | 1.45% |
| Secure Asset Management, LLC | 49,001 | $2,085,000 | 1.43% |
| NAVELLIER & ASSOCIATES INC | 137,831 | $5,865,000 | 1.28% |
| FIRST TRUST ADVISORS LP | 10,577,849 | $450,087,000 | 0.72% |