FIRST TR EXCHANGE TRADED FD's ticker is FXD and the CUSIP is 33734X101. A total of 148 filers reported holding FIRST TR EXCHANGE TRADED FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $561 | -7.6% | 11 | 0.0% | 0.00% | – |
| Q2 2023 | $607 | +6.3% | 11 | 0.0% | 0.00% | – |
| Q1 2023 | $571 | -100.0% | 11 | -100.0% | 0.00% | -100.0% |
| Q1 2022 | $2,200,000 | -25.6% | 40,386 | -15.2% | 1.33% | -24.2% |
| Q4 2021 | $2,956,000 | +19.6% | 47,652 | +14.0% | 1.75% | +9.9% |
| Q3 2021 | $2,472,000 | -0.3% | 41,812 | +2.4% | 1.59% | +0.3% |
| Q2 2021 | $2,479,000 | +39.6% | 40,832 | +33.8% | 1.59% | +30.4% |
| Q1 2021 | $1,776,000 | +16.7% | 30,509 | +2.0% | 1.22% | +8.5% |
| Q4 2020 | $1,522,000 | – | 29,905 | – | 1.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| O'Dell Group, LLC | 250,467 | $15,539,000 | 4.53% |
| NewSquare Capital LLC | 378,839 | $23,503,000 | 2.49% |
| Gateway Advisory, LLC | 143,032 | $8,874,000 | 1.89% |
| Fulcrum Equity Management | 76,631 | $4,754,000 | 1.78% |
| DB Wealth Management Group, LLC | 47,652 | $2,956,000 | 1.75% |
| Paragon Private Wealth Management, LLC | 31,556 | $1,958,000 | 1.74% |
| Transamerica Financial Advisors, Inc. | 993 | $62,000 | 1.68% |
| MinichMacGregor Wealth Management, LLC | 77,498 | $4,807,000 | 1.46% |
| HFG Advisors, Inc. | 19,365 | $1,201,000 | 1.35% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 28,134 | $1,745,000 | 1.35% |