FIRST TR EXCHANGE TRADED FD's ticker is FXD and the CUSIP is 33734X101. A total of 138 filers reported holding FIRST TR EXCHANGE TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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 | 199,527 | $10,152,000 | 3.95% |
| Financial Enhancement Group LLC | 291,407 | $14,827,000 | 3.15% |
| NewSquare Capital LLC | 409,836 | $20,852,000 | 2.92% |
| Transamerica Financial Advisors, Inc. | 1,691 | $87,000 | 1.80% |
| Gateway Advisory, LLC | 144,969 | $7,376,000 | 1.60% |
| MinichMacGregor Wealth Management, LLC | 75,204 | $3,826,000 | 1.56% |
| Secure Asset Management, LLC | 48,915 | $2,489,000 | 1.47% |
| DB Wealth Management Group, LLC | 29,905 | $1,522,000 | 1.12% |
| Virtue Capital Management, LLC | 74,394 | $3,785,000 | 0.93% |
| TriaGen Wealth Management LLC | 30,943 | $1,574,000 | 0.92% |