FIRST TR EXCHANGE TRADED FD's ticker is FXD and the CUSIP is 33734X101. A total of 154 filers reported holding FIRST TR EXCHANGE TRADED FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $433,024 | -31.5% | 8,489 | -25.8% | 0.03% | -26.3% |
| Q2 2023 | $631,823 | +6.3% | 11,444 | 0.0% | 0.04% | -2.6% |
| Q1 2023 | $594,287 | +28.2% | 11,444 | +18.9% | 0.04% | +14.7% |
| Q4 2022 | $463,588 | -5.8% | 9,624 | -15.9% | 0.03% | -29.2% |
| Q3 2022 | $492,000 | +6.7% | 11,442 | +11.1% | 0.05% | +11.6% |
| Q2 2022 | $461,000 | -30.6% | 10,296 | -15.5% | 0.04% | -17.3% |
| Q1 2022 | $664,000 | -17.8% | 12,182 | -6.5% | 0.05% | -16.1% |
| Q4 2021 | $808,000 | -2.4% | 13,027 | -7.0% | 0.06% | -27.9% |
| Q3 2021 | $828,000 | -36.9% | 14,013 | -35.1% | 0.09% | -5.5% |
| Q2 2021 | $1,312,000 | +0.4% | 21,605 | -3.8% | 0.09% | -10.8% |
| Q1 2021 | $1,307,000 | +12.6% | 22,463 | -1.5% | 0.10% | +9.7% |
| Q4 2020 | $1,161,000 | +20.2% | 22,814 | +0.4% | 0.09% | +25.7% |
| Q3 2020 | $966,000 | +9.6% | 22,714 | -3.6% | 0.07% | +8.8% |
| Q2 2020 | $881,000 | +41.9% | 23,570 | +2.2% | 0.07% | -8.1% |
| Q1 2020 | $621,000 | -45.4% | 23,054 | -8.1% | 0.07% | +64.4% |
| Q4 2019 | $1,138,000 | -33.8% | 25,086 | -38.6% | 0.04% | -74.7% |
| Q3 2019 | $1,718,000 | -5.6% | 40,868 | -3.8% | 0.18% | -3.3% |
| Q2 2019 | $1,819,000 | +5.4% | 42,486 | +3.6% | 0.18% | -3.2% |
| Q1 2019 | $1,726,000 | +17.7% | 41,022 | +3.1% | 0.19% | +3.8% |
| Q4 2018 | $1,467,000 | -14.0% | 39,798 | +1.4% | 0.18% | -0.5% |
| Q3 2018 | $1,706,000 | +3.6% | 39,250 | +1.1% | 0.18% | +53.3% |
| Q2 2018 | $1,646,000 | +5.0% | 38,814 | +1.5% | 0.12% | -1.6% |
| Q1 2018 | $1,568,000 | +2.7% | 38,228 | +5.4% | 0.12% | +2.5% |
| Q4 2017 | $1,527,000 | +19.3% | 36,283 | +9.0% | 0.12% | +5.3% |
| Q3 2017 | $1,280,000 | -7.6% | 33,295 | -13.6% | 0.11% | -46.9% |
| Q2 2017 | $1,386,000 | 0.0% | 38,548 | 0.0% | 0.21% | +51.1% |
| Q1 2017 | $1,386,000 | +9.1% | 38,548 | +7.8% | 0.14% | -13.0% |
| Q4 2016 | $1,270,000 | – | 35,771 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| O'Dell Group, LLC | 199,527 | $10,152,000 | 3.95% |
| Financial Enhancement Group LLC | 291,407 | $14,827,000 | 3.15% |
| NewSquare Capital LLC | 409,836 | $20,852,000 | 2.92% |
| Transamerica Financial Advisors, Inc. | 1,691 | $87,000 | 1.80% |
| Gateway Advisory, LLC | 144,969 | $7,376,000 | 1.60% |
| MinichMacGregor Wealth Management, LLC | 75,204 | $3,826,000 | 1.56% |
| Secure Asset Management, LLC | 48,915 | $2,489,000 | 1.47% |
| DB Wealth Management Group, LLC | 29,905 | $1,522,000 | 1.12% |
| Virtue Capital Management, LLC | 74,394 | $3,785,000 | 0.93% |
| TriaGen Wealth Management LLC | 30,943 | $1,574,000 | 0.92% |