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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,561 | +6.4% | 83 | +1.2% | 0.01% | +25.0% |
| Q1 2023 | $4,286 | +8.1% | 82 | 0.0% | 0.00% | +33.3% |
| Q4 2022 | $3,964 | -0.9% | 82 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $4,000 | 0.0% | 82 | +1.2% | 0.00% | 0.0% |
| Q2 2022 | $4,000 | 0.0% | 81 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $4,000 | -20.0% | 81 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $5,000 | 0.0% | 81 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $5,000 | 0.0% | 81 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $5,000 | – | 81 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| F-Squared Investment Management, LLC | 10,013,787 | $358,494,000 | 8.55% |
| Hoxton Financial, Inc. | 300,110 | $10,744,000 | 4.48% |
| NewSquare Capital LLC | 209,303 | $7,493,000 | 2.52% |
| Astor Investment Management LLC | 393,931 | $14,103,000 | 2.32% |
| NewEdge Advisors, LLC | 81,988 | $2,935,000 | 2.27% |
| WESPAC Advisors, LLC | 89,359 | $3,199,000 | 2.24% |
| Simplicity Solutions, LLC | 37,233 | $1,333,000 | 1.58% |
| SignalPoint Asset Management, LLC | 93,826 | $3,359,000 | 1.51% |
| Beaumont Financial Partners, LLC | 843,636 | $30,202,000 | 1.45% |
| IMA Wealth, Inc. | 70,840 | $2,536,000 | 1.31% |