FIRST TR EXCHANGE TRADED FD's ticker is FXD and the CUSIP is 33734X101. A total of 142 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8 | 0.0% | 154 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $8 | 0.0% | 154 | +0.7% | 0.00% | 0.0% |
| Q1 2023 | $8 | +14.3% | 153 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $7 | -99.9% | 153 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $7,000 | -91.7% | 153 | -91.8% | 0.00% | -91.7% |
| Q2 2022 | $84,000 | -17.6% | 1,877 | +0.3% | 0.04% | -2.7% |
| Q1 2022 | $102,000 | -56.6% | 1,872 | -50.5% | 0.04% | -54.9% |
| Q4 2021 | $235,000 | -2.5% | 3,780 | -7.1% | 0.08% | -12.8% |
| Q3 2021 | $241,000 | -1.6% | 4,071 | +0.9% | 0.09% | -5.1% |
| Q2 2021 | $245,000 | +9.9% | 4,034 | +5.3% | 0.10% | -12.4% |
| Q1 2021 | $223,000 | -2.2% | 3,832 | -14.4% | 0.11% | -7.4% |
| Q4 2020 | $228,000 | – | 4,479 | – | 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% |