FIRST TR EXCHANGE TRADED FD's ticker is FXD and the CUSIP is 33734X101. A total of 113 filers reported holding FIRST TR EXCHANGE TRADED FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $157,371 | +237.3% | 3,085 | +265.1% | 0.07% | +283.3% |
| Q2 2023 | $46,652 | +8.9% | 845 | 0.0% | 0.02% | -14.3% |
| Q1 2023 | $42,858 | -69.1% | 845 | -70.6% | 0.02% | -67.2% |
| Q4 2022 | $138,555 | +11.7% | 2,876 | 0.0% | 0.06% | +1.6% |
| Q3 2022 | $124,000 | -20.5% | 2,876 | -17.6% | 0.06% | -20.3% |
| Q2 2022 | $156,000 | -17.9% | 3,490 | +0.1% | 0.08% | -6.0% |
| Q1 2022 | $190,000 | -8.7% | 3,487 | +3.9% | 0.08% | 0.0% |
| Q4 2021 | $208,000 | +6.1% | 3,357 | +1.2% | 0.08% | -8.7% |
| Q3 2021 | $196,000 | +5.4% | 3,318 | +7.2% | 0.09% | +8.2% |
| Q2 2021 | $186,000 | -6.1% | 3,095 | -7.0% | 0.08% | -13.3% |
| Q1 2021 | $198,000 | +360.5% | 3,328 | +293.8% | 0.10% | +308.3% |
| Q4 2020 | $43,000 | +13.2% | 845 | 0.0% | 0.02% | +4.3% |
| Q3 2020 | $38,000 | – | 845 | – | 0.02% | – |
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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% |