FIRST TR EXCHANGE TRADED FD's ticker is FXD and the CUSIP is 33734X101. A total of 171 filers reported holding FIRST TR EXCHANGE TRADED FD in Q4 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 ↓ |
|---|---|---|---|
| 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% |