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 | $654,050 | -7.6% | 12,822 | 0.0% | 0.33% | -4.6% |
| Q2 2023 | $707,903 | +6.3% | 12,822 | 0.0% | 0.35% | +1.2% |
| Q1 2023 | $665,846 | +7.8% | 12,822 | 0.0% | 0.34% | +6.5% |
| Q4 2022 | $617,636 | +11.9% | 12,822 | 0.0% | 0.32% | +2.6% |
| Q3 2022 | $552,000 | -5.3% | 12,822 | 0.0% | 0.31% | -0.6% |
| Q2 2022 | $583,000 | -16.6% | 12,822 | 0.0% | 0.32% | -6.8% |
| Q1 2022 | $699,000 | -12.1% | 12,822 | 0.0% | 0.34% | -10.6% |
| Q4 2021 | $795,000 | +4.9% | 12,822 | 0.0% | 0.38% | -8.3% |
| Q3 2021 | $758,000 | -2.7% | 12,822 | 0.0% | 0.41% | +1.0% |
| Q2 2021 | $779,000 | +5.7% | 12,822 | +1.3% | 0.41% | -1.7% |
| Q1 2021 | $737,000 | +14.4% | 12,657 | 0.0% | 0.42% | +4.3% |
| Q4 2020 | $644,000 | – | 12,657 | – | 0.40% | – |
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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% |