FIRST TR EXCHANGE TRADED FD's ticker is FGD and the CUSIP is 33734X200. A total of 125 filers reported holding FIRST TR EXCHANGE TRADED FD in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $272,403 | -20.0% | 12,198 | -18.4% | 0.03% | -27.8% |
| Q1 2024 | $340,566 | +2.7% | 14,957 | +0.4% | 0.04% | -16.3% |
| Q4 2023 | $331,502 | +8.3% | 14,892 | +0.3% | 0.04% | 0.0% |
| Q3 2023 | $306,109 | -17.8% | 14,852 | -14.5% | 0.04% | -14.0% |
| Q2 2023 | $372,311 | -4.5% | 17,365 | -1.5% | 0.05% | -12.3% |
| Q1 2023 | $389,676 | -11.4% | 17,624 | -11.9% | 0.06% | -17.4% |
| Q4 2022 | $440,000 | -5.6% | 20,015 | -20.4% | 0.07% | -10.4% |
| Q3 2022 | $466,000 | -30.9% | 25,143 | -18.9% | 0.08% | -11.5% |
| Q2 2022 | $674,000 | -14.1% | 30,992 | +0.1% | 0.09% | -24.3% |
| Q1 2022 | $785,000 | -2.7% | 30,963 | -3.7% | 0.12% | +0.9% |
| Q4 2021 | $807,000 | +25.7% | 32,137 | +25.2% | 0.11% | +15.2% |
| Q3 2021 | $642,000 | -3.3% | 25,663 | +0.3% | 0.10% | -7.5% |
| Q2 2021 | $664,000 | +4.1% | 25,581 | +0.8% | 0.11% | -6.1% |
| Q1 2021 | $638,000 | +21.8% | 25,379 | +6.1% | 0.11% | +6.5% |
| Q4 2020 | $524,000 | – | 23,919 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Measured Wealth Private Client Group, LLC | 126,146 | $2,268,000 | 1.32% |
| Centric Wealth Management | 81,437 | $1,464,000 | 0.77% |
| Harvest Investment Services, LLC | 62,916 | $1,131,000 | 0.67% |
| Sargent Investment Group, LLC | 57,623 | $1,029,000 | 0.39% |
| Simplicity Solutions, LLC | 1,029,082 | $18,503,000 | 0.37% |
| PRW Wealth Management LLC | 24,256 | $436,000 | 0.35% |
| Mission Creek Capital Partners, Inc. | 35,967 | $647,000 | 0.34% |
| AE Wealth Management LLC | 1,086,263 | $19,531,000 | 0.30% |
| PARK NATIONAL CORP /OH/ | 293,504 | $5,277,000 | 0.30% |
| Capital Investment Advisory Services, LLC | 58,795 | $1,057,000 | 0.21% |