FIRST TR EXCHANGE TRADED FD's ticker is FXD and the CUSIP is 33734X101. A total of 138 filers reported holding FIRST TR EXCHANGE TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $347,289 | +7.5% | 6,808 | +16.3% | 0.09% | +8.8% |
| Q2 2023 | $323,100 | -2.1% | 5,852 | -7.9% | 0.08% | -17.5% |
| Q1 2023 | $329,882 | +13.0% | 6,352 | +34.9% | 0.10% | -7.6% |
| Q1 2022 | $292,000 | 0.0% | 4,708 | 0.0% | 0.10% | 0.0% |
| Q4 2021 | $292,000 | +7.4% | 4,708 | +2.5% | 0.10% | -7.9% |
| Q3 2021 | $272,000 | -2.9% | 4,593 | -0.3% | 0.11% | -9.5% |
| Q2 2021 | $280,000 | +8.5% | 4,605 | +3.9% | 0.13% | -3.8% |
| Q1 2021 | $258,000 | +17.8% | 4,433 | +2.9% | 0.13% | +12.9% |
| Q4 2020 | $219,000 | – | 4,307 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| O'Dell Group, LLC | 177,968 | $7,573,000 | 3.67% |
| Financial Enhancement Group LLC | 326,576 | $13,896,000 | 3.22% |
| NewSquare Capital LLC | 461,485 | $19,636,000 | 3.15% |
| Fulcrum Equity Management | 143,123 | $6,090,000 | 2.82% |
| Transamerica Financial Advisors, Inc. | 2,079 | $89,000 | 1.62% |
| MinichMacGregor Wealth Management, LLC | 76,381 | $3,250,000 | 1.53% |
| Gateway Advisory, LLC | 144,776 | $6,160,000 | 1.45% |
| Secure Asset Management, LLC | 49,001 | $2,085,000 | 1.43% |
| NAVELLIER & ASSOCIATES INC | 137,831 | $5,865,000 | 1.28% |
| FIRST TRUST ADVISORS LP | 10,577,849 | $450,087,000 | 0.72% |