FIRST TR EXCHANGE TRADED FD's ticker is FGD and the CUSIP is 33734X200. A total of 2 filers reported holding FIRST TR EXCHANGE TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $248,825 | -4.5% | 12,073 | -0.6% | 0.01% | -16.7% |
| Q2 2023 | $260,496 | -7.4% | 12,150 | -4.5% | 0.01% | -14.3% |
| Q1 2023 | $281,438 | -1.0% | 12,729 | -1.5% | 0.01% | -12.5% |
| Q4 2022 | $284,157 | +18.4% | 12,928 | 0.0% | 0.01% | -11.1% |
| Q3 2022 | $240,000 | -14.6% | 12,928 | 0.0% | 0.01% | -25.0% |
| Q2 2022 | $281,000 | -46.5% | 12,928 | -37.6% | 0.01% | -40.0% |
| Q1 2022 | $525,000 | -20.3% | 20,707 | -21.0% | 0.02% | -13.0% |
| Q4 2021 | $659,000 | +0.6% | 26,227 | +0.1% | 0.02% | -11.5% |
| Q3 2021 | $655,000 | -3.2% | 26,190 | +0.4% | 0.03% | -7.1% |
| Q2 2021 | $677,000 | – | 26,084 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FOREFRONT WEALTH MANAGEMENT INC. | 65,857 | $1,456,092 | 1.90% |
| ForthRight Wealth Management, LLC | 164,933 | $3,646,668 | 1.67% |
| BlackDiamond Wealth Management, LLC | 67,540 | $1,507,493 | 1.54% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 632,000 | $13,973,520 | 1.26% |
| Harvest Investment Services, LLC | 71,216 | $1,574,579 | 1.22% |
| Twelve Points Wealth Management LLC | 58,745 | $1,298,849 | 0.74% |
| Authentikos Wealth Advisory, LLC | 26,292 | $577,898 | 0.58% |
| Mission Creek Capital Partners, Inc. | 63,828 | $1,411,233 | 0.48% |
| Triumph Capital Management | 37,469 | $828,442 | 0.42% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 20,571 | $454,822 | 0.42% |