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 | $213,987 | -11.3% | 4,195 | -4.0% | 0.00% | -33.3% |
| Q2 2023 | $241,268 | +6.3% | 4,370 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $226,934 | +7.8% | 4,370 | 0.0% | 0.00% | +50.0% |
| Q4 2022 | $210,503 | +4.7% | 4,370 | -2.7% | 0.00% | 0.0% |
| Q2 2022 | $201,000 | -17.6% | 4,490 | +0.2% | 0.00% | -33.3% |
| Q1 2022 | $244,000 | -11.9% | 4,482 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $277,000 | +1.1% | 4,482 | -3.7% | 0.00% | 0.0% |
| Q3 2021 | $274,000 | -5.8% | 4,656 | -2.5% | 0.00% | 0.0% |
| Q2 2021 | $291,000 | +20.2% | 4,777 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $242,000 | +16.3% | 4,777 | -2.5% | 0.00% | 0.0% |
| Q3 2020 | $208,000 | +225.0% | 4,902 | +186.8% | 0.00% | +200.0% |
| Q2 2020 | $64,000 | -50.8% | 1,709 | -64.7% | 0.00% | -50.0% |
| Q1 2020 | $130,000 | – | 4,836 | – | 0.00% | – |
| Q4 2019 | $0 | – | 0 | – | 0.00% | – |
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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% |