FIRST TR EXCHANGE TRADED FD's ticker is FXD and the CUSIP is 33734X101. A total of 96 filers reported holding FIRST TR EXCHANGE TRADED FD in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,975,247 | 0.0% | 180,319 | 0.0% | 1.70% | -0.2% |
| Q2 2023 | $9,975,247 | +60.7% | 180,319 | +80.3% | 1.70% | +86.0% |
| Q4 2021 | $6,206,000 | +64.0% | 100,029 | +34.5% | 0.92% | -1.4% |
| Q4 2020 | $3,785,000 | +1033.2% | 74,394 | +837.4% | 0.93% | +743.6% |
| Q3 2019 | $334,000 | -50.5% | 7,936 | -56.7% | 0.11% | -65.1% |
| Q4 2018 | $675,000 | -36.7% | 18,310 | -25.3% | 0.32% | +40.0% |
| Q3 2018 | $1,066,000 | -47.8% | 24,515 | -49.1% | 0.22% | -77.3% |
| Q2 2018 | $2,043,000 | +72.4% | 48,187 | +67.1% | 0.99% | +59.1% |
| Q1 2018 | $1,185,000 | +15.0% | 28,831 | +17.8% | 0.62% | +6.5% |
| Q4 2017 | $1,030,000 | – | 24,479 | – | 0.59% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| O'Dell Group, LLC | 250,467 | $15,539,000 | 4.53% |
| NewSquare Capital LLC | 378,839 | $23,503,000 | 2.49% |
| Gateway Advisory, LLC | 143,032 | $8,874,000 | 1.89% |
| Fulcrum Equity Management | 76,631 | $4,754,000 | 1.78% |
| DB Wealth Management Group, LLC | 47,652 | $2,956,000 | 1.75% |
| Paragon Private Wealth Management, LLC | 31,556 | $1,958,000 | 1.74% |
| Transamerica Financial Advisors, Inc. | 993 | $62,000 | 1.68% |
| MinichMacGregor Wealth Management, LLC | 77,498 | $4,807,000 | 1.46% |
| HFG Advisors, Inc. | 19,365 | $1,201,000 | 1.35% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 28,134 | $1,745,000 | 1.35% |