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 | $1,983,626 | -3.9% | 38,887 | +4.0% | 1.01% | +7.2% |
| Q2 2023 | $2,063,971 | +121.2% | 37,384 | +108.0% | 0.94% | +101.3% |
| Q1 2023 | $933,286 | -52.9% | 17,972 | -50.6% | 0.47% | -54.4% |
| Q1 2022 | $1,981,000 | +14.8% | 36,360 | +30.8% | 1.03% | +20.7% |
| Q4 2021 | $1,725,000 | +6.6% | 27,805 | +1.6% | 0.85% | -3.2% |
| Q3 2021 | $1,618,000 | -2.9% | 27,379 | +0.8% | 0.88% | +2.6% |
| Q2 2021 | $1,666,000 | -6.3% | 27,171 | -11.0% | 0.86% | -16.0% |
| Q1 2021 | $1,778,000 | +13.0% | 30,545 | -1.3% | 1.02% | +10.8% |
| Q4 2020 | $1,574,000 | – | 30,943 | – | 0.92% | – |
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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% |