FIRST TR EXCHANGE TRADED FD's ticker is FGD and the CUSIP is 33734X200. A total of 119 filers reported holding FIRST TR EXCHANGE TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,048,727 | -7.4% | 147,925 | -3.6% | 1.31% | -4.5% |
| Q2 2023 | $3,291,152 | -9.7% | 153,505 | -6.9% | 1.38% | -17.6% |
| Q1 2023 | $3,646,668 | -8.0% | 164,933 | -8.6% | 1.67% | -17.6% |
| Q4 2022 | $3,964,451 | +21.1% | 180,366 | +2.2% | 2.03% | +5.6% |
| Q3 2022 | $3,273,000 | -12.3% | 176,527 | +2.8% | 1.92% | -7.5% |
| Q2 2022 | $3,732,000 | -17.7% | 171,676 | -4.1% | 2.08% | -11.5% |
| Q1 2022 | $4,536,000 | +43.1% | 179,016 | +41.9% | 2.34% | +35.3% |
| Q4 2021 | $3,170,000 | -4.0% | 126,192 | -4.5% | 1.73% | -13.6% |
| Q3 2021 | $3,302,000 | -2.5% | 132,071 | +1.2% | 2.00% | -6.7% |
| Q2 2021 | $3,387,000 | +1.9% | 130,568 | -1.2% | 2.15% | -4.7% |
| Q1 2021 | $3,324,000 | +1.3% | 132,201 | -11.7% | 2.26% | -12.5% |
| Q4 2020 | $3,280,000 | – | 149,650 | – | 2.58% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ForthRight Wealth Management, LLC | 149,650 | $3,280,000 | 2.58% |
| Measured Wealth Private Client Group, LLC | 168,358 | $3,690,000 | 1.54% |
| ShoreHaven Wealth Partners, LLC | 52,103 | $1,142,000 | 0.64% |
| Harvest Investment Services, LLC | 52,052 | $1,140,000 | 0.59% |
| PRW Wealth Management LLC | 28,256 | $619,000 | 0.35% |
| PARK NATIONAL CORP /OH/ | 302,069 | $6,621,000 | 0.31% |
| Simplicity Solutions, LLC | 813,292 | $17,827,000 | 0.26% |
| Mission Creek Capital Partners, Inc. | 38,615 | $846,000 | 0.26% |
| Capital Investment Advisory Services, LLC | 69,895 | $1,532,000 | 0.23% |
| Sargent Investment Group, LLC | 31,547 | $691,000 | 0.22% |