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 | $1,338,199 | -10.6% | 26,234 | -3.3% | 1.25% | -8.9% |
| Q2 2023 | $1,497,372 | +5.0% | 27,121 | -1.3% | 1.37% | +4.4% |
| Q1 2023 | $1,426,451 | +7.7% | 27,469 | -0.1% | 1.31% | +11.1% |
| Q4 2022 | $1,324,581 | +10.8% | 27,498 | -1.1% | 1.18% | +3.9% |
| Q3 2022 | $1,196,000 | -4.0% | 27,795 | -0.2% | 1.14% | +1.1% |
| Q2 2022 | $1,246,000 | -18.6% | 27,856 | -0.8% | 1.13% | -7.0% |
| Q1 2022 | $1,530,000 | -12.3% | 28,089 | -0.2% | 1.21% | -10.2% |
| Q4 2021 | $1,745,000 | – | 28,134 | – | 1.35% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| O'Dell Group, LLC | 177,968 | $7,573,000 | 3.67% |
| Financial Enhancement Group LLC | 326,576 | $13,896,000 | 3.22% |
| NewSquare Capital LLC | 461,485 | $19,636,000 | 3.15% |
| Fulcrum Equity Management | 143,123 | $6,090,000 | 2.82% |
| Transamerica Financial Advisors, Inc. | 2,079 | $89,000 | 1.62% |
| MinichMacGregor Wealth Management, LLC | 76,381 | $3,250,000 | 1.53% |
| Gateway Advisory, LLC | 144,776 | $6,160,000 | 1.45% |
| Secure Asset Management, LLC | 49,001 | $2,085,000 | 1.43% |
| NAVELLIER & ASSOCIATES INC | 137,831 | $5,865,000 | 1.28% |
| FIRST TRUST ADVISORS LP | 10,577,849 | $450,087,000 | 0.72% |