FIRST TR EXCHANGE TRADED FD's ticker is FXD and the CUSIP is 33734X101. A total of 126 filers reported holding FIRST TR EXCHANGE TRADED FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $648,082 | -13.0% | 12,705 | -5.8% | 0.02% | -10.7% |
| Q2 2023 | $744,893 | +6.1% | 13,492 | -0.2% | 0.03% | +3.7% |
| Q1 2023 | $701,782 | +242731.1% | 13,514 | +125.2% | 0.03% | +68.8% |
| Q4 2022 | $289 | -99.9% | 6,001 | +2.5% | 0.02% | +6.7% |
| Q3 2022 | $252,000 | -70.4% | 5,855 | -69.3% | 0.02% | -57.1% |
| Q2 2022 | $852,000 | -31.5% | 19,045 | -16.6% | 0.04% | +6.1% |
| Q1 2022 | $1,244,000 | -13.1% | 22,829 | -1.1% | 0.03% | +3.1% |
| Q4 2021 | $1,432,000 | -34.6% | 23,081 | -37.7% | 0.03% | -44.8% |
| Q3 2021 | $2,188,000 | +14.9% | 37,022 | +18.0% | 0.06% | +11.5% |
| Q2 2021 | $1,905,000 | +10.2% | 31,372 | +5.6% | 0.05% | +13.0% |
| Q1 2021 | $1,729,000 | – | 29,716 | – | 0.05% | – |
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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% |