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 | $739,912 | -7.6% | 14,505 | 0.0% | 0.84% | -2.5% |
| Q2 2023 | $800,830 | +6.3% | 14,505 | 0.0% | 0.87% | -0.5% |
| Q1 2023 | $753,245 | +7.8% | 14,505 | 0.0% | 0.87% | +5.1% |
| Q4 2022 | $698,699 | +5.7% | 14,505 | -5.6% | 0.83% | -0.7% |
| Q3 2022 | $661,000 | -3.8% | 15,359 | 0.0% | 0.83% | +7.5% |
| Q2 2022 | $687,000 | -14.7% | 15,359 | 0.0% | 0.78% | -4.0% |
| Q1 2022 | $805,000 | -15.4% | 15,359 | +0.0% | 0.81% | -6.8% |
| Q4 2021 | $952,000 | – | 15,358 | – | 0.87% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| O'Dell Group, LLC | 319,284 | $16,286,677 | 4.96% |
| Paragon Private Wealth Management, LLC | 59,454 | $3,032,749 | 2.50% |
| NewSquare Capital LLC | 350,978 | $17,903,388 | 1.89% |
| Virtue Capital Management, LLC | 180,319 | $9,975,247 | 1.70% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 26,234 | $1,338,199 | 1.25% |
| Nilsine Partners, LLC | 144,696 | $7,380,943 | 1.12% |
| MinichMacGregor Wealth Management, LLC | 65,798 | $3,356,356 | 1.11% |
| TriaGen Wealth Management LLC | 38,887 | $1,983,626 | 1.01% |
| Schrum Private Wealth Management LLC | 14,505 | $739,912 | 0.84% |
| FIRST TRUST ADVISORS LP | 13,461,383 | $686,665,146 | 0.81% |