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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| F-Squared Investment Management, LLC | 10,013,787 | $358,494,000 | 8.55% |
| Hoxton Financial, Inc. | 300,110 | $10,744,000 | 4.48% |
| NewSquare Capital LLC | 209,303 | $7,493,000 | 2.52% |
| Astor Investment Management LLC | 393,931 | $14,103,000 | 2.32% |
| NewEdge Advisors, LLC | 81,988 | $2,935,000 | 2.27% |
| WESPAC Advisors, LLC | 89,359 | $3,199,000 | 2.24% |
| Simplicity Solutions, LLC | 37,233 | $1,333,000 | 1.58% |
| SignalPoint Asset Management, LLC | 93,826 | $3,359,000 | 1.51% |
| Beaumont Financial Partners, LLC | 843,636 | $30,202,000 | 1.45% |
| IMA Wealth, Inc. | 70,840 | $2,536,000 | 1.31% |