Valeo Financial Advisors, LLC - FIRST TR EXCHANGE TRADED FD ownership

FIRST TR EXCHANGE TRADED FD's ticker is FXD and the CUSIP is 33734X101. A total of 148 filers reported holding FIRST TR EXCHANGE TRADED FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q1 2021$116,000
+14.9%
1,9860.0%0.01%0.0%
Q4 2020$101,000
+18.8%
1,9860.0%0.01%
-28.6%
Q3 2020$85,000
+14.9%
1,9860.0%0.01%0.0%
Q2 2020$74,000
+21.3%
1,9860.0%0.01%
+16.7%
Q1 2020$61,000
-32.2%
1,9860.0%0.01%
-33.3%
Q4 2019$90,000
+7.1%
1,9860.0%0.01%0.0%
Q3 2019$84,000
-1.2%
1,9860.0%0.01%
-10.0%
Q2 2019$85,000
+1.2%
1,9860.0%0.01%0.0%
Q1 2019$84,000
+15.1%
1,9860.0%0.01%0.0%
Q4 2018$73,000
-8.8%
1,9860.0%0.01%
-9.1%
Q3 2018$80,000
-5.9%
1,9860.0%0.01%
-8.3%
Q2 2018$85,000
+4.9%
1,9860.0%0.01%
-7.7%
Q1 2018$81,000
-3.6%
1,9860.0%0.01%
-7.1%
Q4 2017$84,000
+10.5%
1,9860.0%0.01%
-17.6%
Q3 2017$76,0001,9860.02%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q2 2021
NameSharesValueWeighting ↓
O'Dell Group, LLC 177,968$7,573,0003.67%
Financial Enhancement Group LLC 326,576$13,896,0003.22%
NewSquare Capital LLC 461,485$19,636,0003.15%
Fulcrum Equity Management 143,123$6,090,0002.82%
Transamerica Financial Advisors, Inc. 2,079$89,0001.62%
MinichMacGregor Wealth Management, LLC 76,381$3,250,0001.53%
Gateway Advisory, LLC 144,776$6,160,0001.45%
Secure Asset Management, LLC 49,001$2,085,0001.43%
NAVELLIER & ASSOCIATES INC 137,831$5,865,0001.28%
FIRST TRUST ADVISORS LP 10,577,849$450,087,0000.72%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders