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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $206,879 | +1.4% | 3,632 | -3.5% | 0.15% | -4.5% |
| Q1 2022 | $204,000 | -9.3% | 3,764 | 0.0% | 0.16% | -0.6% |
| Q4 2021 | $225,000 | +0.4% | 3,764 | +0.3% | 0.16% | -4.8% |
| Q3 2021 | $224,000 | +0.4% | 3,751 | +1.6% | 0.16% | +6.5% |
| Q2 2021 | $223,000 | -52.6% | 3,691 | -53.8% | 0.16% | -10.4% |
| Q1 2021 | $470,000 | +126.0% | 7,988 | +103.4% | 0.17% | +8.1% |
| Q4 2020 | $208,000 | – | 3,928 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| O'Dell Group, LLC | 319,284 | $16,286,677 | 4.96% |
| Paragon Private Wealth Management, LLC | 59,454 | $3,032,749 | 2.50% |
| NewSquare Capital LLC | 350,978 | $17,903,388 | 1.89% |
| Virtue Capital Management, LLC | 180,319 | $9,975,247 | 1.70% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 26,234 | $1,338,199 | 1.25% |
| Nilsine Partners, LLC | 144,696 | $7,380,943 | 1.12% |
| MinichMacGregor Wealth Management, LLC | 65,798 | $3,356,356 | 1.11% |
| TriaGen Wealth Management LLC | 38,887 | $1,983,626 | 1.01% |
| Schrum Private Wealth Management LLC | 14,505 | $739,912 | 0.84% |
| FIRST TRUST ADVISORS LP | 13,461,383 | $686,665,146 | 0.81% |