Steward Partners Investment Advisory, LLC - FIRST TR EXCHANGE TRADED FD ownership

FIRST TR EXCHANGE TRADED FD's ticker is FXD and the CUSIP is 33734X101. A total of 121 filers reported holding FIRST TR EXCHANGE TRADED FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q3 2023$366,711
+7.7%
7,189
+16.5%
0.01%
+20.0%
Q2 2023$340,646
+5.9%
6,170
-0.4%
0.01%0.0%
Q1 2023$321,654
+5.0%
6,194
-2.6%
0.01%0.0%
Q4 2022$306,361
+2.1%
6,360
-8.8%
0.01%
-16.7%
Q3 2022$300,000
-40.6%
6,976
-38.2%
0.01%
-33.3%
Q2 2022$505,000
-32.4%
11,294
-17.7%
0.01%
-25.0%
Q1 2022$747,000
-27.5%
13,716
-17.4%
0.01%
-25.0%
Q4 2021$1,030,000
+97.3%
16,598
+88.0%
0.02%
+77.8%
Q3 2021$522,000
-0.2%
8,827
+2.5%
0.01%0.0%
Q2 2021$523,000
-99.9%
8,612
-36.6%
0.01%
+28.6%
Q1 2021$790,356,000
+560436.2%
13,580
+388.3%
0.01%
+133.3%
Q4 2020$141,000
+41.0%
2,781
+18.9%
0.00%0.0%
Q3 2020$100,000
+14.9%
2,3390.0%0.00%
+50.0%
Q2 2020$87,000
+40.3%
2,3390.0%0.00%0.0%
Q1 2020$62,000
-44.6%
2,339
-6.0%
0.00%
-33.3%
Q4 2019$112,000
+7.7%
2,4890.0%0.00%
-25.0%
Q3 2019$104,000
+136.4%
2,489
+139.6%
0.00%
+100.0%
Q2 2019$44,000
-2.2%
1,0390.0%0.00%0.0%
Q3 2018$45,000
+2.3%
1,0390.0%0.00%
-33.3%
Q2 2018$44,000
+238.5%
1,039
+206.5%
0.00%
+200.0%
Q1 2018$13,000
-7.1%
3390.0%0.00%0.0%
Q4 2017$14,0003390.00%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q4 2020
NameSharesValueWeighting ↓
O'Dell Group, LLC 199,527$10,152,0003.95%
Financial Enhancement Group LLC 291,407$14,827,0003.15%
NewSquare Capital LLC 409,836$20,852,0002.92%
Transamerica Financial Advisors, Inc. 1,691$87,0001.80%
Gateway Advisory, LLC 144,969$7,376,0001.60%
MinichMacGregor Wealth Management, LLC 75,204$3,826,0001.56%
Secure Asset Management, LLC 48,915$2,489,0001.47%
DB Wealth Management Group, LLC 29,905$1,522,0001.12%
Virtue Capital Management, LLC 74,394$3,785,0000.93%
TriaGen Wealth Management LLC 30,943$1,574,0000.92%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders