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 | $667,517 | -22.4% | 13,086 | -16.0% | 0.23% | -22.4% |
| Q2 2023 | $860,282 | +6.5% | 15,582 | +0.1% | 0.29% | +5.8% |
| Q1 2023 | $808,031 | -19.3% | 15,560 | -25.1% | 0.28% | -27.4% |
| Q4 2022 | $1,000,924 | +0.3% | 20,779 | -7.3% | 0.38% | -16.6% |
| Q3 2022 | $998,000 | +859.6% | 22,423 | -3.1% | 0.46% | +1482.8% |
| Q2 2022 | $104,000 | -91.5% | 23,137 | -0.3% | 0.03% | -95.0% |
| Q1 2022 | $1,226,000 | -8.2% | 23,196 | +7.8% | 0.58% | +6.6% |
| Q4 2021 | $1,335,000 | – | 21,514 | – | 0.55% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| O'Dell Group, LLC | 319,284 | $16,286,677 | 4.96% |
| Paragon Private Wealth Management, LLC | 59,454 | $3,032,749 | 2.50% |
| NewSquare Capital LLC | 350,978 | $17,903,388 | 1.89% |
| Virtue Capital Management, LLC | 180,319 | $9,975,247 | 1.70% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 26,234 | $1,338,199 | 1.25% |
| Nilsine Partners, LLC | 144,696 | $7,380,943 | 1.12% |
| MinichMacGregor Wealth Management, LLC | 65,798 | $3,356,356 | 1.11% |
| TriaGen Wealth Management LLC | 38,887 | $1,983,626 | 1.01% |
| Schrum Private Wealth Management LLC | 14,505 | $739,912 | 0.84% |
| FIRST TRUST ADVISORS LP | 13,461,383 | $686,665,146 | 0.81% |