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 | $277,376 | +17.3% | 5,517 | +28.8% | 0.04% | +18.8% |
| Q2 2023 | $236,444 | +6.3% | 4,283 | +0.0% | 0.03% | 0.0% |
| Q1 2023 | $222,384 | -9.7% | 4,282 | -16.3% | 0.03% | +28.0% |
| Q4 2022 | $246,328 | -11.4% | 5,114 | -21.0% | 0.02% | -58.3% |
| Q3 2022 | $278,000 | -5.4% | 6,472 | -1.5% | 0.06% | +130.8% |
| Q2 2022 | $294,000 | +21.0% | 6,571 | +47.2% | 0.03% | -40.9% |
| Q1 2022 | $243,000 | -12.3% | 4,465 | +0.0% | 0.04% | -8.3% |
| Q4 2021 | $277,000 | +0.4% | 4,464 | -4.2% | 0.05% | -2.0% |
| Q3 2021 | $276,000 | -16.9% | 4,662 | -14.8% | 0.05% | -19.7% |
| Q2 2021 | $332,000 | -44.3% | 5,469 | -50.0% | 0.06% | +10.9% |
| Q1 2021 | $596,000 | +114.4% | 10,936 | +100.0% | 0.06% | +7.8% |
| Q4 2020 | $278,000 | +18.3% | 5,468 | -0.9% | 0.05% | -12.1% |
| Q3 2020 | $235,000 | +14.1% | 5,519 | 0.0% | 0.06% | +18.4% |
| Q2 2020 | $206,000 | – | 5,519 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Empowered Funds, LLC | 798,227 | $47,183,000 | 6.05% |
| O'Dell Group, LLC | 245,431 | $14,507,000 | 4.59% |
| CMC Financial Group | 128,308 | $7,584,000 | 4.42% |
| NewSquare Capital LLC | 376,758 | $22,270,000 | 2.60% |
| Gateway Advisory, LLC | 146,630 | $8,667,000 | 1.80% |
| Transamerica Financial Advisors, Inc. | 988 | $59,000 | 1.65% |
| DB Wealth Management Group, LLC | 41,812 | $2,472,000 | 1.59% |
| MinichMacGregor Wealth Management, LLC | 78,194 | $4,622,000 | 1.56% |
| Secure Asset Management, LLC | 42,408 | $2,507,000 | 1.24% |
| Capital Wealth Alliance, LLC | 26,535 | $1,613,000 | 0.98% |