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 | $9,029 | -8.9% | 177 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $9,908 | +7.2% | 177 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $9,245 | +8.4% | 177 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $8,526 | +6.6% | 177 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $8,000 | 0.0% | 177 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $8,000 | -20.0% | 177 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $10,000 | -9.1% | 177 | 0.0% | 0.00% | -25.0% |
| Q4 2021 | $11,000 | +10.0% | 177 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $10,000 | 0.0% | 177 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $10,000 | +25.0% | 177 | 0.0% | 0.00% | -20.0% |
| Q2 2019 | $8,000 | +14.3% | 177 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $7,000 | 0.0% | 177 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $7,000 | -12.5% | 177 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $8,000 | 0.0% | 177 | 0.0% | 0.01% | -16.7% |
| Q2 2018 | $8,000 | +14.3% | 177 | 0.0% | 0.01% | +20.0% |
| Q1 2018 | $7,000 | -12.5% | 177 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $8,000 | +14.3% | 177 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $7,000 | 0.0% | 177 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $7,000 | 0.0% | 177 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $7,000 | – | 177 | – | 0.01% | – |
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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% |