FIRST TR EXCHANGE TRADED FD's ticker is FXD and the CUSIP is 33734X101. A total of 121 filers reported holding FIRST TR EXCHANGE TRADED FD in Q4 2020. 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 ↓ |
|---|---|---|---|
| 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% |