FIRST TR EXCHANGE TRADED FD's ticker is FXD and the CUSIP is 33734X101. A total of 146 filers reported holding FIRST TR EXCHANGE TRADED FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $656,407 | +4.1% | 10,171 | -4.9% | 0.00% | 0.0% |
| Q4 2023 | $630,497 | +21.5% | 10,690 | +5.1% | 0.00% | 0.0% |
| Q3 2023 | $518,823 | +281.8% | 10,171 | +288.7% | 0.00% | 0.0% |
| Q1 2023 | $135,901 | -9.1% | 2,617 | -15.7% | 0.00% | 0.0% |
| Q4 2022 | $149,568 | +32.4% | 3,105 | +18.6% | 0.00% | 0.0% |
| Q3 2022 | $113,000 | -17.5% | 2,617 | -14.7% | 0.00% | 0.0% |
| Q2 2022 | $137,000 | -96.4% | 3,067 | -95.6% | 0.00% | -96.9% |
| Q1 2022 | $3,800,000 | +333.3% | 69,751 | +393.1% | 0.03% | +357.1% |
| Q4 2021 | $877,000 | +2823.3% | 14,144 | +2728.8% | 0.01% | – |
| Q3 2021 | $30,000 | +400.0% | 500 | +400.0% | 0.00% | – |
| Q1 2021 | $6,000 | – | 100 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Astor Investment Management LLC | 475,686 | $16,040,000 | 2.89% |
| BKS ADVISORS, LLC | 123,805 | $4,175,000 | 2.15% |
| FIRST TRUST ADVISORS LP | 18,491,863 | $623,546,000 | 1.96% |
| SignalPoint Asset Management, LLC | 125,215 | $4,222,000 | 1.76% |
| LifePlan Financial Group, Inc | 68,666 | $2,315,000 | 1.59% |
| NewSquare Capital LLC | 157,667 | $5,317,000 | 1.26% |
| MinichMacGregor Wealth Management, LLC | 28,072 | $946,000 | 0.89% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 131,996 | $4,451,000 | 0.87% |
| MSI Financial Services Inc | 706,588 | $23,826,000 | 0.86% |
| Regal Investment Advisors LLC | 68,382 | $2,306,000 | 0.63% |