FIRST TR EXCHANGE TRADED FD's ticker is FXD and the CUSIP is 33734X101. A total of 154 filers reported holding FIRST TR EXCHANGE TRADED FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $483,117 | 0.0% | 8,751 | 0.0% | 0.11% | +4.7% |
| Q2 2023 | $483,117 | -11.5% | 8,751 | -12.7% | 0.11% | -2.8% |
| Q1 2022 | $546,000 | -8.2% | 10,021 | +4.5% | 0.11% | -16.8% |
| Q4 2021 | $595,000 | +4.9% | 9,591 | 0.0% | 0.13% | -2.2% |
| Q3 2021 | $567,000 | -2.6% | 9,591 | 0.0% | 0.13% | -2.9% |
| Q2 2021 | $582,000 | +19.3% | 9,591 | +14.3% | 0.14% | +7.8% |
| Q1 2021 | $488,000 | -15.4% | 8,391 | -26.0% | 0.13% | -21.5% |
| Q4 2020 | $577,000 | +23.8% | 11,336 | +3.5% | 0.16% | +4.5% |
| Q3 2020 | $466,000 | – | 10,950 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| O'Dell Group, LLC | 199,527 | $10,152,000 | 3.95% |
| Financial Enhancement Group LLC | 291,407 | $14,827,000 | 3.15% |
| NewSquare Capital LLC | 409,836 | $20,852,000 | 2.92% |
| Transamerica Financial Advisors, Inc. | 1,691 | $87,000 | 1.80% |
| Gateway Advisory, LLC | 144,969 | $7,376,000 | 1.60% |
| MinichMacGregor Wealth Management, LLC | 75,204 | $3,826,000 | 1.56% |
| Secure Asset Management, LLC | 48,915 | $2,489,000 | 1.47% |
| DB Wealth Management Group, LLC | 29,905 | $1,522,000 | 1.12% |
| Virtue Capital Management, LLC | 74,394 | $3,785,000 | 0.93% |
| TriaGen Wealth Management LLC | 30,943 | $1,574,000 | 0.92% |